Merge Duplicate Patient Files

When patient files are merged, all files (e.g. Orders, Encounters, etc.) from the patient that you are merging "from" are saved into the patient you are merging "to." For example, if the patient you are merging "from" had 1 appointment, and the patient you are merging "to" has one appointment, the merged patient file will have two appointments. However, the information within Demographics is only saved for the "To this patient" file, the "From this patient" Demographics information will not be saved. We recommend you take caution in this process as it cannot be undone.

Before completing the instructions, access the Demographics component of both patient files and determine which patients' demographic information is the most current. The most current demographics should be your "To this patient" in the instructions below.

Instructions

1. Access Admin > Patient Management > Merge.
2. Click the search icon beside the "Merge from this patient" field and complete patient information in the modal.
3. Highlight the patient and click 'Open selected.'
4. Click the search icon beside the "To this patient" field and complete the patient information in the modal.  Note: Remember, this is the patient determined to have the most current demographics. 
5. Highlight the patient and click 'Open selected.'
6. Click 'Merge.'