How to Merge Patient Profiles

  • Updated

Learn how to merge two patient profiles into one while preserving important information such as charts, forms, and invoices.

 

 

When to Use This

  • When duplicate patient profiles exist
  • When patient information is split across multiple profiles
  • When you want to consolidate records into a single, complete profile

 

IMPORTANT: Once profiles have been merged, it is not possible to separate the two files again. This is true at the clinic level, and for the Juvonno team. Please ensure that the profiles you are merging should be merged because there is no way to determine which documents were originally on each profile. 

 

What You Need

  • The Merge feature must be enabled in your General System Settings 

 

Merging Patient Profiles 

Follow these steps to merge two patient profiles: 

  1. Go to Patients

     

     

    2. Search for the Patient Profile you want to keep or review

     

 

  1. Click the options icon 

  2. Select Merge 

     

Tip: Review both profiles before merging. It is recommended to merge the profile with less information into the one with more complete records (e.g., charts, intake forms, invoices).


Important: The profile you select “Merge” from will be inactive after the merge. 

 

 

  1. Review the suggested matches
  2. Select the profile you want to merge with
  3. Click Next 

 

 

  1. If applicable, use the arrows to move information between profiles

     

 

  1. In the field next to TYPE "YES" to confirm, type YES 
  2. Click Merge

 

 

Tip: Check that the patient still has access to the Patient Portal by going to the Portal Access tab in the Patient Profile. If they do not have access, manually create an account and provide them with their login credentials. 

 

Result 

  • The selected profiles are merged into a single patient record
  • All retained information is consolidated into one profile
  • The other profile is deleted

 

Avoid Common Issues 

  • Merging the wrong profiles
    • Merging cannot be undone

  • Not reviewing which profile contains the most complete or accurate information

     

Troubleshooting

Merge option is not available

  • Confirm the Merge feature is enabled in System Settings
  • Ensure you have the required permissions

Patient cannot access the portal after merge

  • Check the Portal Access tab
    • If access was removed, manually recreate the patient portal account and provide login details

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