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Merge Patients

/Patient & Patient Account /Merge Patients
  • August 31, 2015
  • Editor
On Demand Webinar Series

Patient Merge is used to merge the records of two patients into a single Patient Record. Choose the Patient module from the left side menu to open up the Patient Screen.

Merge Patients

Click on the    icon on the top right side of the Patient screen. This will open up the Patient Merge screen with the Primary Patient Record on one side and the Secondary Patient Record on the other.

Enter the name of the Primary Patient in the search field. Select the Primary Record which will contain more information about the patient.

Merge Patients

Enter the name of the Secondary Patient in the search field which is to be merged with the Primary Record.

Click on the  button, and the Secondary Patient Record will get merged with the Primary patient Record.

Impact of Merge

1. All charge information and clinical information will also be merged.

2. If the primary patient does not have any data in any of the fields, the information will be copied from the secondary patient. If both records have different data in any field, the primary data will get priority.

3. The secondary patient will be made inactive in the system. It can be searched from the patient search screen using the checkbox ‘Include Inactive’.

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