There are several options for merging duplicate records. 


Option #1 

  • In the main menu, press the Patients button. 


  • The following screen will be displayed:


  • Press the More button, located at the top of the screen.
  • Select the Merge option.


  • The Patient Duplicates Merge screen will be displayed.


  • This screen may display a list of possible duplicate patient records. This according to the patient's first name, last name and date of birth.


  • Identify the desired patient record, such as the Main Record.
  • Once selected, press the Select button.


  • When you press the Select button, the record will be placed in the section called Main Record.


  • Identify the second patient record, this will be the duplicate record.
  • Once selected, press on the Select button.


  • Once the Select button is pressed, the record will be displayed in the Duplicates Records to Merge section.


  • Important Notes:
    • If you wish to remove the selected record from the Duplicates Records to Merge section, click on the Remove button.
    • If you wish to identify the record found in the Duplicates Records to Merge section as the main record, press the Set As Main button.
    • Also, if you wish to manually identify the record, press the Search button. 
  • To complete the merging of records, press the Merge button, located at the top of the screen.


Option #2

  • Click on the QuickLinks text, located at the top of the screen. 
  • Choose the Patients option.


  • The following screen will be displayed:


  • Press the More button, located at the top of the screen.
  • Select the Merge option.


  • The Patient Duplicates Merge screen will be displayed.


  • This screen may display a list of possible duplicate patient records. This according to the patient's first name, last name and date of birth.


  • Identify the desired patient record, such as the Main Record.
  • Once selected, press the Select button.


  • When you press the Select button, the record will be placed in the section called Main Record.


  • Identify the second patient record, this will be the duplicate record.
  • Once selected, press on the Select button.


  • Once the Select button is pressed, the record will be displayed in the Duplicates Records to Merge section.


  • Important Notes:
    • If you wish to remove the selected record from the Duplicates Records to Merge section, click on the Remove button.
    • If you wish to identify the record found in the Duplicates Records to Merge section as the main record, press the Set As Main button.
    • Also, if you wish to manually identify the record, press the Search button. 
  • To complete the merging of records, press the Merge button, located at the top of the screen.



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