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 one 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 patients' files and determine which patient's 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.
3. In the Select a Patient modal, input patient search criteria.
4. Click 'Search.' 
5. Single click on the patient.
6. Click the search icon beside the "To this patient" field.
7. In the Select a Patient modal, input patient search criteria.
8. Click 'Search.' 
9. Single click on the patient. Note: Remember, this is the patient determined to have the most current demographics. 
10. Click 'Merge.'