Moving a Patient's documents in Docman

The Patient Merge program moves the clinical data from one patient's journal to another and this includes attachments. However, it does not move the actual documents from Docman.

1. Log into Docman.
2. To check if the duplicate patient has documents that require moving, select the patient in Consultation Manager.
3. Select Documents from the floating toolbar .
4. The patient's documents are displayed.
5. Select Selected Documents - Select Mode:

   

6. A box is now displayed in front of all the documents you can select, you can select them individually or select Selected Documents - Select All.
7. Select Selected Documents again and then Move.
8. The following warning displays, select Yes to continue:

   

9. The Docman selection screen displays, highlight Patients and select Select.
10. Enter your patient details in the usual way.
11. A confirmation message appears when the documents have been moved.