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Practice administrators and staff can restore accidentally deleted patient charts directly from Elation, without contacting support. The feature is available on the Practice Home page for practices where it has been enabled.
This feature is not available to all practices. If you do not see the Restore a deleted chart option described below, contact Elation Support to ask about enabling it for your practice.

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How to access

  1. From the Practice Home page, click I need help in the top navigation bar.
  2. Select Restore a deleted chart from the dropdown menu. The "I need help" dropdown menu with "Restore a deleted chart" highlighted at the bottom
  3. A dialog opens showing recently deleted patients in your practice.

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Who can see what

  • Practice administrators can see all recently deleted charts in the practice, regardless of who deleted them.
  • Other staff members can only see charts they personally deleted.

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What the dialog shows

A warning at the top of the dialog reminds you that restored charts will require you to:
  • Send an invitation to patients with Patient Passport for the patient to restore access to their account.
  • Check any integrations you have to make sure the charts are reconnected.
Each row in the list includes:
  • Patient name and date of birth
  • Date and time of deletion, and the name of the staff member who deleted the chart
  • Method — how the chart was removed:
    • Deleted — the chart was directly deleted
    • Merged into [Patient Name] — the chart was removed as part of a chart merge
The Recently Deleted Patients dialog showing patient rows with Restore and Undo Merge buttons

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Restoring a chart

  1. Find the patient in the list and click Restore (for deleted charts) or Undo Merge (for merged charts).
  2. A Before you restore… dialog appears asking why the chart was accidentally deleted. The feedback field is optional — you can leave it blank. The "Before you restore..." dialog with an optional feedback field and Restore / Restore and open chart buttons
  3. Click Restore to restore the chart, or Restore and open chart to restore it and navigate directly to the patient’s chart in a new tab.
Once restored, the row stays visible in the list with a Restored label and a link to the patient’s chart.

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Caveats and limitations

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Patient Passport

After restoring a chart, the patient will need to be re-invited to Patient Passport. Their previous Patient Passport connection is not automatically restored.

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Integrations and connected systems

Restoring a chart may break or disconnect links in systems integrated with Elation — for example, external lab systems, scheduling tools, or billing platforms. After restoring a chart, check your integrations to make sure everything is linked correctly. If you’re unsure which connections need to be re-established, contact Elation Support.

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Undoing a chart merge

When two charts have been merged, undoing the merge moves all clinical data (notes, medications, allergies, etc.) back to the original chart. However:
  • The patient’s Patient Passport connection is not automatically restored and will need to be set up again.
  • Any integrations/external system connections (such as lab vendors or billing integrations) that were updated as part of the merge may not be fully reversed and should be reviewed manually.
  • Changes made to the winning chart (the chart you kept) after a merge cannot be automatically attributed to the correct chart and will require careful review. If extensive changes have been made since the merge, unmerging may result in errors when opening or viewing elements of the chart. Contact Elation Support in this situation.

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What isn’t restored

Restoring a deleted chart brings back the patient record and their clinical data, but a small number of things are not automatically restored:
  • External system identifiers assigned by integrated vendor systems (e.g. lab vendor IDs)
  • Patient Passport enrollment (see above)
In most cases these can be re-established manually or by re-running the relevant setup steps.

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Charts not appearing in the list

This list displays recent deletions within your practice. Charts deleted outside this window or not tied to a staff action may not appear here. For assistance locating these records, contact Elation Support.

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If something goes wrong

If there are issues restoring or un-merging charts, an error message will appear. Contact Elation Support if the issue persists. The Contact Elation Support and Learn More About Restoring Charts links are always available at the bottom of the dialog.