Merge duplicate records
Combine two records for the same person into one.
Open one of the two records, click Actions, then Merge. You can also find likely matches from the Clients page: click the ... button and choose Merge Clients to open Manage Duplicates.
Merge the records
The current patient is already in FIRST RECORD. Search for the other one under SECOND RECORD.
Click Continue to review.
Choose the record to keep. The table under COMPARE DETAILS shows the result in AFTER MERGE.
Click the merge button to finish.
What happens to the data
Appointments, communications, financials and history move to the record you keep.
Blank contact fields are filled from the other record. Existing details are not overwritten.
The other record is deactivated, not deleted.
A merge cannot be undone, so compare the two records carefully before you confirm.
Up next
Next, read Create a client view.