How to Merge Patient Profiles

  • Updated

 

Step 1

From the Patient tab do a search for the patient profiles you want to merge.

 

 

Step 2

To the left of the patient profile click the down arrow and select Merge.

 

 

Step 3

The next page gives you the profile information and a list of profiles that have similar names.  The profile on the right is the one that will be kept.  The one on the left will be deleted.

 

 

Step 4

Click the radio button beside the one you want to merge and select Next.

 

 

Step 5

On the next page,  the profile you are going to delete is on the left, the right side shows the profile that will be saved.  A profile is never completely deleted, you will still have access to it when you do a Patient search for Deleted profiles.

 

 

Step 6

You can move fields from the left to the right based by clicking the blue arrows on fields you want to move.

 

Step 7

At the bottom type YES and select Merge.

 

 

 

Now the 2 profiles will be merged.

The deleted patient profile will always be stored  in the "deleted" patient list.

 

Was this article helpful?

2 out of 2 found this helpful