You are here: Overview> Patient Basics> Merge Duplicate Patients

Merging Duplicate Patients

If a duplicate patient has been created for any reason, you may merge the bad record into the good record. Note: You may not merge 2 patients with Active Memberships; at least one must have only inactive memberships.

Identify Good and Bad Records

In this example there are 2 Sophie Hannah records with similar dates of birth. The correct record is Sophie Claire Hannah with DOB = 3/6/1995. The other record is a duplicate.

Steps to Merge

  1. Select the Bad record
  2. Select the Good record
  3. Merge records
    • Navigate to Patients | Registration/Billing, Patient Information tab
    • Select Merge Last Patient button at the bottom of the screen.
    • patientNOW will ask if you are sure you wish to merge the patients. Carefully review patient information before selecting Yes.
    • If each of the patient records has a different myPatientNOW or myAppointmentNOW account, you will be prompted to select the User Name to keep.
    • Finally, you will be prompted to choose the existing myPatientNOW or myAppointmentNOW records that you'd like to sync to the merged patient.

.

What Information is NOT Merged?

The following information is NOT merged. Instead, the information from the Good record are kept:

  • Patients | Registration/Billing, Patient Information tab
  • Patients | Registration/Billing, Contact Information tab
  • Patients | Registration/Billing, Consent Information tab
  • Patients | Registration/Billing, Insurance Information tab
  • Patients | Registration/Billing, Responsible Party tab
  • Patients | Registration/Billing, Financial Notes tab