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Use Person Merge to Combine Charts of a Patient Listed under Different Names

Updated

  1. From the Administration module (tab), open the Right Side Menu and select Person Merge.

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  2. Enter Source and Destination names (the Destination name is the record that will be preserved).

  3. Click Search. (You only need to click one of the search buttons.)

    merge_2.png

     

  4. In the Destination Person Search window, select the correct name and click Use Selected.

    merge_3.png

     

  5. Make any necessary changes to the Destination Person in the editable fields and then click Merge.

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    After merging, the Patient Dashboard will open for confirmation.

    merge_5.png