Page Comparison

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1. Begin by selecting the duplicate patient you want merged into a different patient file.
   • This is accomplished by either opening the patient's file or highlighting the patient in the Patient Browser.
2. Click the Patient drop-down menu and select " Merge patient."

3. The Merge Patients Wizard begins:

Merge Patients Wizard

Step 1. 

1. The selected patient will display in the Patient 1 column on the left.
   • If the incorrect patient was selected, use the  button to choose a different one. 

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     2. In the Patient 2 column, select which patient Patient 1 should be merged into.

• a A list of potential duplicate patients (based on similar first and last names) will appear.
• Results with a matching surname and birthdate will appear in bold.

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   4. The Patient 1 and Patient 2 columns will now be filled. Click Next to proceed.

Step 2. resolving contact details discrepancies

1. Any discrepancies for the contact details between Patient 1 and Patient 2 will appear. 
   • By default, each contact detail box for Patient 2 will be selected, with the checkboxes for Patient 1 empty.
   • Select any contact details for Patient 1 which should be prioritized over Patient 2, by clicking the empty checkbox next to the contact detail.
   • If necessary, use all contact details under the Patient 1 column by clicking 

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     2.  Click  to proceed.

Step 3. resolving alternate contact discrepancies (if any exist)

1. Any discrepancies between the alternate contact details for Patient 1 and Patient 2 will display.
   • By default, the alternate contact detail boxes for Patient 2 will be selected, with the checkboxes for Patient 1 empty. 
   • Select any alternate contact details on Patient 1's account (if they exist) to be prioritized in the final merged patient. 
   • Click  to use only the alternate contact listed on Patient 1's account.
   • The Merge result column will display the final alternate contact details for the combined patient file.

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• Click  to proceed to the final step.

Step 4. Resolving patient insurers discrepancies (if any exist)

1. Patient insurers existing on the accounts for Patient 1 and Patient 2 will display.
   • Insurers listed only on Patient 2's account will be selected by default. Add or remove insurers by unchecking or checking the insurer boxes, as needed.
   • Select  to instead use only the insurers on Patient 1's account in the final patient file.

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