Merge Patients

How to manage duplicate patients in your clinic?

Jessica Magri avatar
Written by Jessica Magri
Updated over a week ago

If your clinic has accidentally created a patient twice, you can merge the two patient files into one. This will combine their non-conflicting information into one patient record. If you want to permanently delete a duplicate patient, then see here.

Note: To merge patient files, you must have a role assigned to you that gives you editing permissions for Patients. For more information on roles, see here.

In this article, you will learn :

Merge Patient Files

You can merge patient files at any time from the Patients page:

1. Select one of the patient files that you want to merge.

2. Click the more options icon in the top right-hand corner.

3. Select Merge.

You are redirected to a list of possible duplicates.

4. Click on the patient that you want to merge.

Note: This selected duplicate will have their conflicting information overwritten by the current patient.

5. Click Merge to confirm.

The two patient records merge. Now, only one of that patient will appear in the Patients page.

N.B - It is not possible to unmerge a patient.

How to find out who a patient has been merged with?

In order to find out who a patient has been merged with and who did it, kindly go to 'Analytics' and select the report 'Patient data':

Open the report and kindly filter column 'Comments' to see all the patients that have been merged:

In this example, you can see this patient has been merged with patient ID: 5ff855e11272d30012cf3e84 by Eléonore eleonore+6@semble.ioon Wed Aug 30 2023 10:37:53.

Did this answer your question?