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.