RxWorks

Merging Client Records

Sometimes you might accidentally add the same client several times, but not notice until after you have added valuable information to some or even all entries.  If you’d caught the error before this happened, it would be a simple job of having the supervisor user delete the extraneous files.  However, once there is information on the record, it is far more effective to merge the two (or more) records.

The merge function will move all patients, visits and financials from the source client to the target client. After the process has finished, the program will delete the source client.  For this reason, you will need to have delete access to the Client Page to be able to perform this operation.

If there are more than two records, you will need to perform multiple merges, one file at a time.

It is likely that patients will be duplicated as a result of duplicated client records. It may be necessary to perform a patient merge or manual cleanup after the initial client merge.

In some instances where very little information has been added to the duplicated client record, it may be more practical to simply copy & paste the extra information to the correct client; then delete the duplicate.