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Merging Patients

Written by Tarini Bishnoi

You can now merge duplicate patient records directly from a patient profile.


How it works:

  1. Open the patient record you want to keep

  2. Click Merge patients

  3. Select suggested duplicates or search and add others manually
    Review the visits, notes, and documents included

  4. Click Merge duplicates to finish

Important reminders

  • Merges are permanent and cannot be undone

  • All visits, notes, and records move into the main patient record

  • The patient summary regenerates automatically after the merge

  • It may take a moment for the updated profile to appear

Let us know if you see any warnings or need help choosing the correct records before merging.

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