In this documentation, we’ll walk you through the process of how to merge duplicate patient profiles.
In the
Patientsmodule, you can search for the duplicate profiles in the side-search bar, click the checkboxes to the left of each profile that needs to be merged, and then select theMerge Patientsbutton (NOTE: Only two profiles can be selected and merged at a time).
You will then be brought into the
Preview Mergepop-up window where you will see aSource PatientandDestination Patientcolumn.Source Patient: Profile that will be merged into the
Destination Patientand deactivatedDestination Patient: Profile that will remain and receive merged information from the
Source Patient
NOTE: Please be mindful that thePatient Demographicsof theSource Patientwill not be migrated. Please be sure to select the correct demographic information that you would like to retain as theDestination Patient. If you need to switch the positions, then you can select the button with the two arrows in between the two columns.
Once you have confirmed your selections, you can select the
Mergebutton to complete the process.
In this documentation, we've covered how to merge duplicate patient profiles. As always, feel free to reach out if you have any further questions and we'll be more than happy to help!