Merge Patient records
Merging Patients
The main use for this feature is to correct a mistake where you accidentally add the same patient twice to a client record - a common occurrence on busy days. Even if you have not added Visit details for both patients, there may still be some extra data on both files you do not want to lose.
Patient Merging is managed through the OWNERS button in the Toolbar of a Patient's Work Area.
How To Merge Patients
- From the Patient's Work Area, select the OWNERS button from the Toolbar.
- In the Ownership History Window, click on MERGE PATIENTS.
- In the Merge Patients Window, enter the Patient Number you wish to merge this patient TO, or search for their record by using the Binocular Icon.
- Click OK.
Merging two “identical” Patient files instead of deleting one is a better option in most cases.
| < Prev | Next > |
|---|
