Merge Patient will allow you to combine duplicated patient files. This will allow you to consolidate your duplicated files into a single account. Some restrictions for the Merge function are worth noting, they are listed below in the blue and yellow sections.
With this in mind, we will proceed with the instructions below.
All Personal and Additional tab data, Alerts and Chart alerts, Referral To records, Recalls, Insurance Policies, Appointments, all Transactions, Chart data (minus conditions and watches) Periodontic chart data, Proposals and Document Manager data, Patient Forms, all Notes and finally the Patient profile picture, if in use.
Please Note, you cannot merge a patient file if they are already part of a family account which has Adjustment records. This is to preserve the ledger and A/R integrity of all accounts involved. A simple solution for such a patient is to move them into their own family file first, then use the merge function.
Files can be merged into a family account without issue. They just cannot come from a family file with adjustments on record.
Second, the patient files involved in the merge cannot have outstanding Check Out data to be processed.
Some items to consider before proceeding:
Merge From lets you choose which file you wish to incorporate into another.
Merge To will be the recipient/ retained file. The process will retain the Merge To file’s Chart Number, the Referral information (Referred By, family dr, and 2 additional Dr fields), the Account information, and the Medical Comment.
You will be given the opportunity to select which information to keep for the Personal Tab and Additional Tab between the two files. Patient Alerts (up to 5 are saved) and Chart Alerts (all are saved) regardless of which file you choose at this step.
The remaining information carried over includes: All alerts, Referral To records, Recall, Insurance Policies, Appointments, all Transactions, Chart (will not bring over conditions if other conditions already exist), Perio Chart Readings , Document Manager, Patient Forms, All Notes, Patient Picture (Need to set the default picture)
- As previously discussed, the merge function faces some limitations and may present error messages when trying to merge a member from a populated family account which has adjustments on file. In scenarios like this, the simplest solution is to move the desired patient out of the family first then merge their files as initially intended.
- You will also see an error notice if the patient has items to be Checked Out. The program will notify you of errors/problems during the merge and automatically stop if it deems it necessary to do so.