Find and Merge Duplicate Patients

Find and Merge Duplicate Patients

  1. From the Admin Dashboard, select the Merge Patients button.

  2. Use the Filter criteria to find duplicate patients. The default criteria are First Name (cannot be unchecked), Last Name, and Date of Birth. The first names of the patients must be the same or they will not show on this list. If for some reason the first names are different, change them before starting this process.

  3. Click Search.

  4. Select the checkboxes in the patient list to choose the patients to merge.

  5. Click Merge.

  6. From the Select Patient to Merge Into dropdown list, choose the patient ID that you want to keep.

    • This will be the Patient ID with the most accurate Demographic information. None of the Encounter information will be lost, but the demographic information of the patient chosen to keep will become the new Demographic information.

  1. Select the two checkboxes under Warning to verify that you understand the warnings.

  2. Click Save (F2).

 

If You Merge Two Patients with Current Encounters   

  • The Encounters will move to the Patient you have chosen to keep (destination or Merge into Patient ID).

  • If an Encounter is out to the payer, it will not match on the ERA remit when the payment is received. It will go on hold and will need to be posted manually.

 

Patient Does Not Appear on the Merge Patient Screen   

Info
Uncheck any Filters that may prevent the Patient from showing on the list. If you are not seeing the expected results, broaden your search criteria.
  • Check to make sure that the first name matches.

  • If the first name does not match, go to the patient records and modify the first name to match.


    • Related Articles

    • Find and Merge Duplicate Insurances

      Find and Merge Duplicate Insurances The merge process cannot be undone From the Admin Dashboard, select Merge Insurances. Enter Filter criteria for the insurances you want to merge. Click Search to find the duplicate insurances. Select the checkboxes ...
    • Merge Guarantors

      If a Guarantor has been entered two times, the two Guarantors can be merged. Items that will be Merged Statement Batch Items Charges Receipts Additional Addresses Scanned and uploaded documents Notifications Payment Plans "Merged Into" Guarantor The ...
    • Find Patient/Guarantor/Policy Holder

      Skip to end of metadata Go to start of metadata To avoid duplicates, you should always search for a patient before Registering a new Patient Patient Search Click Patient on the Left Side Menu. Enter Search Criteria. Select Include Policy ...
    • Merge Duplicate Employers/Attorneys

      Merge Duplicate Employers/Attorneys The Ability to Merge Employers/Attorneys is located on the Admin screen. Admin > Merge Employers/Attorneys Rules for Merging Employers*** Merging requires that the records being merged are the same Type. If the ...
    • Modify, Delete, or Merge Encounters on Incomplete Charges

      Modify/Delete/Merge Encounters on Incomplete Charges Delete an Incomplete Charge This action cannot be reversed. Reasons for Deletions A duplicate Encounter was received. The Charge was created from your Clinical Documentation in error. Deletion ...