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I-Clarity Hub - Knowledge Base - Merge Duplicate Records - Enterprise

Merge Duplicate Records - Enterprise

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I-Clarity Version: Enterprise - View the i-Clarity version of this article
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The Merge button is used when you have duplicate patient records and would like to reduce this into one record.

  1. Make one of your duplicate patient records the active patient.
  2. Click 'Extras' and then 'Merge Patient'. (Depending on your Maintenance settings this may ask you for a password to continue).
  3. This will open the 'Merge Patients' pop up.
  4. This will bring up a list of patients with similar details to the active patient. You can also use the search boxes to search for a patient too. Double click the patient you want to merge the active patient with.
  5. Then click 'Compare Differences'.
  6. i-Clarity will then show you all the differences between the records where only one value can be carried forward, for example address.
  7. Go throught the list of differences, ticking the keep box next to the value you want to keep.
  8. Click 'Merge'.
  9. A 'Confirm Patient Merge' screen will ask you to confirm that the data you have selected is correct. If everything is correct, click 'Yes'.
  10. A successful message will appear when i-Clarity has finished merging all the data on the patient records.

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