Merge Patients |
  
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The MERGE PATIENTS utility takes details associated to one patient, and reassigns those details as belonging to another selected patient. This is helpful when two patient files exist in a database, both with activity and sales, that are actually the same patient.
The MERGE PATIENTS utility moves the following details to the new patient number:
Start Up Invoices
Patient Alerts
Patient Appointments
Patient Attachments
Patient Audiograms
AP Bill Associations
Patient Competitive Hearing Aids
Patient Hearing Aid Status'
Patient EDI Orders
Patient Finance Charges
Patient HCFA Claims
Patient Hearing Aids on Loan
Patient Invoices & Quotes
Patient Notes
Patient Notifications
Patient Reports
Patient HSP Claims (Australia Only)
Patient Order Receiving
Patient Orders
Patient Payment Details
Patient Payment Receipts
Patient Recalls
Patient Repairs
Patient Serial Numbers
Patient Surveys
To merge two patient records, complete the following fields:
First select whether you wish to merge a patient file or a lead file.
MERGE FROM PATIENT - Enter the patient number from which the patient files are being moved. This will be the patient number you wish to no longer use.
MERGE TO PATIENT - Enter the patient number to which the patient files are being moved. This is the patient number you wish to continue using.
Press CONTINUE to merge the two patient files into the "TO" patient record.
A results table will appear showing the type and number of records that have been moved to the "TO" patient.
Please note that the old patient number will still exist and will be automatically marked as "INACTIVE". However all the records associated to the "FROM" patient will be removed from the original patient. Deleting a patient record can only be performed after a merge of details to another patient has been completed.