Find/Merge/Delete Duplicate Patients/Guarantors/Insurances
Delete a Patient or a Person
Delete a Patient If a Patient was registered by mistake, the Patient can be deleted if Charges or Payments do not exist on the Patient. This process cannot be reversed. From the Admin Dashboard, click Delete Patient. Use the Lookup icon to find the ...
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 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 ...
Find and Merge Duplicate Patients
From the Admin Dashboard, select the Merge Patients button. 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 ...