Merge Patient Records

The Patient Tab > Patient Management > Resolving Duplicate Patients > Merge Patient Records

Merge Patient Records

1 In the information bar, click Admin > Duplicate Patients.

2 In the Find a Patient section, type a value in one or more of the search boxes, click Search, and then click the name of the appropriate patient in the search results.

Notes:

• When searching by patient name, if the patient’s last name contains a space, you must include the space in your search text. For example, typing De Monye will return patients with the last name De Monye, but typing Demonye will not.

• You cannot select a care site in the Care Site list (it is inactive) because you can only merge patients within the same care site.

3 Repeat step 2, as needed, to locate and select additional patient(s) to merge.

4 Click the option button next to the patient whose record you want to be used as the Primary record, and then click Merge.

When you specify the Primary patient record, you are identifying which demographic data takes precedence when the merge occurs. For example, if two patient records contain different Social Security Numbers, the SSN of the patient you select as the Primary will remain as the SSN in the merged record.