Merge Patients

If you have duplicate patient records in your Provet Cloud, you can merge the data from one patient to another.

Go to Clients & Patients and select the patient you want to merge with another patient. Note that the patient to be merged cannot have unfinished consultations or unpaid invoices.
On the client page, select Tools > Merge patient. The Merge patient records page opens. The patient under Target patient record will receive the data from the patient under Patient record to merge in the merge. The patient under Patient record to merge will be archived.
Under Select general info to keep, select which general information you want to keep. By default, the target patient information is selected. In the right-hand side panel, you can view all the data that will be merged.
Select Merge in the bottom right-hand corner of the page and confirm. The merged patient record is archived, and information about the merge is saved in both patients' notes on the Communication tab.

Error messages

When merging patients, the following errors may occur:

'Source patient has an open consultation. Finish it first.' This means that the patient you are trying to merge to another patient has an open consultation. You must first delete or finish the consultation to proceed. Note that no error occurs if the patient you are merging to has an open consultation.
'Source and destination have common consultations. Merging is impossible.' This means that the patients share a finalised multi-patient consultation (same visit, shared records) and therefore merging is not possible. You can archive the patient with the least information and manually transfer the necessary data to the active patient. As the patient belongs to the same owner, there is no need to transfer billing information.

If you need to revert the action, you can unmerge the merged patients.

See Also