PATIENT MERGE

GO TO

To perform a merge, go to:

Administration → Patient Merge

STEPS

• Enter as much demographic information as possible and click ‘Search’.
• The system will now generate any potential matches the system finds for duplication. You will notice that it has populated a “Primary Patient Record” as well as a “Secondary Patient Record.” Each duplicate account will show twice, once under each column.
• Designate one as the primary account. This will be the one that has the most recent/up-to-date demographic information. This is due to the fact that although ALL data (clinically and/or billing) will be merged to one account, the only demographic information that will be used going forward is the account that is listed as Primary.
• After designating your primary and secondary accounts, verify that the patient is a duplicate by verifying the data – click ‘Show Record’.