There are several options to merge duplicated records.
Option #1
- Click on the Patients button, in main menu.
- The following screen will be displayed:
- Click on the More button, located at the top of the screen.
- Select the Merge option.
- The Patient Duplicates Merge screen, will be displayed.
- This screen could display a list of possible patient records, which are duplicates. This according to the name, last name and patient's date of birth.
- Identify the patient's record you want, as Main Record.
- Once selected, click on the Select button.
- When you press the Select button, the record will be placed in the Main Record section.
- Identify the second patient's record, this will be the doubled record.
- Click on the Select button.
- Once you press the Select button, the record will be displayed in the Duplicates Records to Merge section.
- Important Notes:
- If you want to remove the selected record from the Duplicates Records to Merge section, click on the Remove button.
- If you want to identify the record found, in the Duplicates Records to Merge section, as the main record, click on the Set As Main button.
- Also if you want to manually identify the record, click on the Search button.
- To complete the union of the records, click on the Merge button, located at the top of the screen.
Option #2
- Click on the QuickLinks text, located at the top of the screen.
- Select the Patients option.
- The following screen will be displayed:
- Click on the More button, located at the top of the screen.
- Select the Merge option.
- The Patient Duplicates Merge screen, will be displayed.
- This screen could display a list of possible patient records, which are duplicates. This according to the name, last name and patient's date of birth.
- Identify the patient's record you want, as Main Record.
- Once selected, click on the Select button.
- When you press the Select button, the record will be placed in the Main Record section.
- Identify the second patient's record, this will be the doubled record.
- Click on the Select button.
- Once you press the Select button, the record will be displayed in the Duplicates Records to Merge section.
- Important Notes:
- If you want to remove the selected record from the Duplicates Records to Merge section, click on the Remove button.
- If you want to identify the record found, in the Duplicates Records to Merge section, as the main record, click on the Set As Main button.
- Also if you want to manually identify the record, click on the Search button.
- To complete the union of the records, click on the Merge button, located at the top of the screen.
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- Learn More About: Patients / Merge