Unmerge Clients

When client records are merged, data from one client is merged to another and the merged client record is archived.

To unmerge a client:

  1. Find the merged client in the Clients & Patients view using the Archived filter. Archived clients are shown with a strikethrough.
  2. On the client page, select Tools > Unmerge client. The Unmerge client records page opens. The merged data from Target client record will be returned to Client record to merge. In the right-hand side panel, you can view all the data that will be reverted.
  3. Select Unmerge in the bottom right-hand corner of the page and confirm.

See Also

Merge Clients

Avoid Duplicate Clients

Updated

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