How to Merge Patient Record

The Patient Merge application is used to merge duplicate patient records that are present within the system. 

Once the Records are merged, the ghost record will no longer exist. The treatment opportunity, address, activity, insurance records, and contacts will be migrated from the ghost record to the survivor.

• Ghost Record: The duplicated record that is to be merged into the survivor record to form a single record in the system. 
• Survivor Record: The final record that remains after a merge has been completed 

Important
Once the records are merged, verify that the survivor record has the most up-to-date information (specifically in the patient information section). Patient records cannot be unmerged once this process has been completed.

How to Merge Records

Using the global search, search for the duplicate record that you would like to merge.

Accessing Records

1. To access the merge feature, use the following steps: Click on the CRM dropdown > Admissions Management > Patient Merge.
2. Use the Ghost field to search for the desired duplicate record. Use the Survivor field to search for the primary or Survivor record.
3. You can use multiple data points, such as First and Last name, ID, or email to identify the record.
4. Selecting your records will highlight them. Then select Merge to finalize the process.