Operation Manual

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Merging Patients

A series of screens takes you through the steps necessary to merge patients in the

Follow these steps:

Click Tools

on the

Main Menu

window to open the

Tools

menu window.

Click Merge Patients

from the

Tools

menu.

Select a primary patient for merging from the

Merge Patients

Select Patients

screen.

Note:

When a patient has been selected as the primary patient, that patient is not available in the left

column for selection as the duplicate patient.

Note:

You can select only one primary patient.

Select a duplicate patient for merging from the

Merge Patients

Select Patients

screen.

Note:

When a patient has been selected as the duplicate patient, that patient is not available in the left

column for selection as the duplicate patient.

Note:

You can select only one duplicate patient.

Confirm that you want to proceed with the merge from the

Merge Confirmation dialog box.

Important:

The primary patient information remains intact, with the addition of the information for the

duplicate patient. After the merging process finishes, the health data for the duplicate patient is removed

from the

View the status of the merge on the

Merge Patients

Status

screen and wait for the next screen to appear.

From the

Merge Patients

Finished screen, click Finish

to exit the merging process, or

Merge more

patients to repeat the steps and merge additional patients.