Overview
This article outlines the standardized process for manually merging patient records. The goal is to ensure that all relevant data is accurately retained and properly stored in the correct patient profile. Barti can help merge patients on your behalf.
Information to Merge
When merging patients manually, review and consolidate the following information from both records:
Demographics
Personal and Contact Information
Primary and/or secondary phone number(s)
Email address
Insurance(s)
Addresses
Notes
Appointments
Exams
Invoices
Claims
Optical Orders
Files
Letters
Manual Merge Procedure
Category | Action Required | Additional Notes |
Demographics, Contact Info, and Insurance | Verify and update demographic, contact, and insurance details in the correct patient record. |
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Exams | Save the exam as a PDF and upload it to the patient’s Files tab. |
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Invoices | Save the invoice as a PDF and upload it to the Files tab. | Record any balance due in the patient’s Notes section as a Warning note. |
Claims | Save the claim form as a PDF and upload it to the Files tab. | Record any insurance claim remarks in the Notes section as a Warning note. |
Optical Orders | Save the optical order as a PDF and upload it to the Files tab |
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Files | Download all patient files from the duplicate record and upload them to the correct patient profile. |
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Letters | Save each letter as a PDF and upload it to the Files tab. |
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