Merging patients would be used if a clinic should need to combine or merge two patient accounts, typically which are created accidentally as duplicates, into a single patient record.
How to Merge Two Patients
To merge two patients, first ensure you have confirmed the client and patient names of both accounts and identified which patient will be retained. Next, access the patient page that you wish to merge, and using the drop-down blue “Tools” menu, select “Merge patient.” An example is shown below.
This will prompt and open the merge patient screen. An example is shown below. Next, complete the target client and patient information. Please note, a patient data chart will display indicating the data that will be merged. When all information fields are completed and accurate, select the "Merge" button. This will merge the two patients into a single record under the target patient. The merged patient will be archived.
How to Reverse a Merge Action
- Access the merged patient's account. Depending on department settings, an archived patient's account can be found through the supersearch or through the client and patient database using the 'archived' filter.
- Select the 'tools' drop-down menu, similarly as when the merge was performed.
- Select 'unmerge patient'
- Review the unmerge action and select 'unmerge' to confirm on both the main page and the final review prompt