Overview - Merge Patient Records

Merge Patient Record is a Registration tool, which enables you to merge duplicate records. The facility allows you to move clinical data from a duplicate record (which is usually inactive) to an existing active record. The process is as follows:

• Security Access to Patient Merge - You need the relevant Security rights to merge patient records, see Allow Staff to Merge Patients.
• Merge Records - Go to the Registration module and perform the merge, see Performing a Patient Merge.
• Check the Patient Record for Duplicates/errors - Once the merge process is complete, you must check the active patient record for duplicate data, see Checking the Recently Merged Active Record for Duplicate or Erroneous Information.
• Move Docman Files - If you are a Docman user, transfer relevant documents to the active patient, see Moving a Patient's documents in Docman.
• Transfer Out Unwanted Record - Once the merge process is complete, you must also make sure the unwanted duplicate record has a registration status of Transferred Out. All merges are audited in the Event Log module.

  Important - All attachment data including letters, pathology results, ECG, photographs retain the patient’s original demographic data. This process should therefore not be used for patients undergoing Adoption or Witness Protection.