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

  • Click on the Patients button, in the Main Menu. 
  • Select a patient and then click on the More button, located at the top of screen. 
  • Select the Merge option.

Through QuickLinks 

  • Click on the QuickLinks text, located at the top of the screen in Main Menu and select the Patients option. 
  • Once in the Patients screen, select a patient and then click on the More button, located at the top of screen. 
  • Select the Merge option.

Through Appointments 

  • Click on the Appointments button, located in Main Menu. 
  • Once in the Appointments screen, select patient and then click on Patients Details button, located in the Side Panel section.
  •  In the Patients screen, click on the More button and select the Merge option.


Sections


Buttons

  • Merge: Click after selecting the records confirmed, to be duplicate.
  • Previous: Return to the previous screen.


Merge Panel

  • Main Record: Select the record, to maintain as primary record. 
  • Duplicates Record to Merge:Select the record or records, determined to be duplicates.
    • Note: Patient records selected as duplicates will be deactivated and will be available as inactive records.
  • Possible Duplicates Found: Table grid, that displays possible duplicate records.



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