Merge Patients
Combine duplicate patient records into a single unified profile. All data from merged records is consolidated.
Merging patients is irreversible. Review carefully before confirming.
Start Merge
Access merge
From duplicate warning banner, or Patients → Merge
Select patients
Choose the records to merge
Choose primary record
Select which record to keep as the base
Review Data
Compare data from all selected records:
- Contact information
- Demographics
- Appointments
- Billing history
- Forms and documents
- Notes
Resolve Conflicts
When records have conflicting data:
Review conflicts
Highlighted fields with different values
Select preferred value
Choose which value to keep
Continue
All non-conflicting data merges automatically
Complete Merge
Review summary
Verify the merged record preview
Confirm
Click Merge Patients
Done
Secondary records archived, primary updated
What Gets Merged
| Data Type | Handling |
|---|
| Appointments | All combined into single timeline |
| Charges/Payments | All billing history merged |
| Forms | All submissions preserved |
| Notes | All notes combined |
| Attachments | All files moved to primary |
Troubleshooting
| Issue | Solution |
|---|
| Can’t find duplicate | Search by phone or email |
| Merge button disabled | Select at least 2 patients |
| Missing data after merge | All data preserved, check tabs |
