If you have duplicate client records for one client, you must complete all 8 steps below, including step 9 if there is more than 2 patient records.
New patient records are created when a patient books online and the DOB and email combination doesn't match the existing record.
1. Go to Patients -> Select the INCORRECT record from the patient list FIRST-> then select the information tab.
2. add a 1 to the Surname so it's easier to see in the merge window.
3. add an * to the email field so that any patient information in the future is not matched to the inactive record.
4. Click SAVE.
5. If you have more than 2 records, repeat steps 1 - 4 for all the incorrect patient records, adding a 1, 2, 3 etc.
6. From each INCORRECT file -> select the Merge button (see below):
7. After selecting the merge button -> select the patient record that will become the PRIMARY record. This will be the name that doesn't have a 1,2,3 in it. (see below).
8. Select OK -> You will then be redirected to the merged record.
9. Repeat steps 6 - 8 for every INCORRECT patient record that you have, merging it into the CORRECT patient record.
