Merge Clients

If you have clients with the same information in Provet Cloud, you can merge the duplicate client records. Note that before merging, you must finalise all financials. See below for more information on what happens to invoices and payments during the merge and how to handle refunds related to merged clients.

You may end up with duplicate clients in Provet Cloud, for example, if you add the same client with a different name or address or if you add too little information in the client profile. See how to avoid duplicate clients.

Note

Before you start merging clients, make sure that all financials have been finalised. Archived and merged clients can be found on the Clients & Patients page, but unpaid invoices or unused prepayments should not remain on the account.

To merge duplicate clients:

  1. Go to Clients & Patients and select the client to which you want to merge another client's information. Note that the client from which information is merged cannot have unfinished consultations or unpaid invoices.

  2. On the client page, select Tools > Merge client. The Merge client records page opens. The client under Target client record will receive the data from the client under Client record to merge in the merge. The client under Client record to merge will be archived.

  3. Under Select general info to keep, select which general information you want to keep. By default, the target client's information is selected. In the right-hand side panel, you can view all the data that will be merged.

  4. Select Merge in the bottom right-hand corner of the page and confirm.

The merged client record is archived. Archived clients can be found on the Clients & Patients tab using the Archived filter. Information about the merge is saved in both clients' notes on the Communication tab. If the merged clients share patients, the patients are duplicated in the target client's record in the merge. You can also merge the duplicate patients.

Financial information:

  • Financial data, such as invoices, payment cards and unallocated payments, is not merged. However, you can find the invoices of the merged client on the Clients & Patients > Invoices tab or on the patient's page after the merge.

  • Refunds: Any unused prepayments must be handled before the merge as they will not be automatically transferred.

If you need to revert the merge, you can unmerge the merged clients.

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