Merge patients

 

It sometimes happens that "duplicate" patient records occur. This happens when a name is misspelt; or one record might have one initial and another two.

Examples:

 

     - There are duplicate records for Catherine Jones, Kate Jones and Cathy Jones, depending on the prescriber!

OR

     - A woman who has recently married, and is on the system under two names;

     

Merging Patients is the way to merge these duplicate records.

EXCLAM24.gif Follow the screen prompts carefully! Once the process has merged the two patients, you cannot reverse it.

 

  • Go into

Menu > Tools > Bulk Operations > Merge Patients

  • Select Merge Patients

Merging Patient Records4.png

  • Click the Next button or &.

  • Follow the prompts on screen, entering the patient you wish to keep first, then the patient you wish to merge and delete.

Merging Patient Records5.png

  • Check that you are merging the records the right way round.

  • Then click the Next button or &

Pharmacy Manager will then merge the records.

Merging Patient Records6.png

  • Click Next and then click Finish button.

Check results

If you want to, you can see all merged patients in:

Menu > Tools > Pharmacy Details > Events tab

Pharmacy Events example:

See Patient Records.

See Bulk Operations

See Prevent merger of patients.

 

Remember - often steps you back to the previous screen.
 

  Updated 9th January 2014