Description

Used to merge duplicated records. This action will only be performed, when two records have been created, for the same patient. 


Access


Through Main Menu

  • Select the 'Patients' button located in the Main Menu.
  • Choose a patient and then click the 'More' button, which is located at the top of the screen.
  • Select the Merge option.

Through QuickLinks 

  • To access the Patients section, click on the 'QuickLinks' text at the top of the Main Menu screen and choose the 'Patients' option.
  • On the Patients screen, select a patient and then click the "More" button, which is located at the top of the screen.
  • Select the Merge option.

Through Appointments 

  • To schedule an appointment, please click the 'Appointments' button found in the Main Menu.
  • In the Appointments screen, select a patient and then click on the Patient Details button, which is located in the Side Panel section
  • In the Patients screen, click on the More button and select the Merge option.


Sections


Buttons

  • Merge: Allows the process of merging duplicate records to be completed.  
  • Previous: Return to the previous screen.


Merge Panel

  • Main Record: In this section, the main record to which the information will be added is searched. If the patient does not appear in the table called “Possible Duplicates Found”, the patient can be searched. 
  • Duplicates Record to Merge: In this section, the records to be joined to the main record will be displayed. Here, the user selects the record through the patient search.

    Note: The patients added in this section, once the “Merge” is done, will appear as inactive in the application.

  • Possible Duplicates Found: In this section, the system will display all possible duplicate patient records.



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