The Merge Patient Accounts functionality that allows you to merge a
patient chart into another patient chart. Once the merge is complete,
the account that was merged from will become inactive (in both the Clinical
and Practice Manager application) and will still retain any of the old
chart data that existed prior to the merge.
When merging patient accounts the newly merged chart will retain all
demographic values that were previously populated. Any values that appeared
in the old chart that was merged from that are not in the newly merged
chart will be populated, while those values that already appear in the
new chart will be disregarded. Any modifications in the merged chart for
the disregarded items will need to be performed manually.
All chart notes, diagnoses, procedures allergies, medications, and other
chart data, as well as alerts for immunizations from both patient accounts/charts
will now appear in the remaining patient chart that was merged to. Note,
however, that duplicate events may occur when merging data, and will require
manual user intervention to correct. Growth chart data will also be merged
and contain the applicable data from each of the merged charts records
in the newly merged chart.
In addition, prior to merging patient accounts/charts the system will
check the Practice Manager application to see if any active charges, payments,
or appointments exist for the patient record that is being merged from
(the old account/chart). If there are active charges, payments, or appointments
for the patient record you are merging from, a warning dialog will appear
stating, “Patients with active charges, payments, and appointments cannot
be merged.” And you will not be able to merge the patient account until
these active records are satisfied.
Use the following steps to merge a patient's account into another patient's
account.
Click Chart >
Merge.
In the From this Account field, enter the Account/Chart Number, or click the Lookup button and search, for the patient
you want to
merge from.
In the To this Account field, enter the Account/Chart Number, or click the Lookup button and search, for the patient
you want to merge to. This will be the active account after the merge
is successful.
Click the Merge
button. The system will now merge the patient charts.
