Merging client and patient records combines their information. When you merge a source record into a target record, the source record is archived and its data is transferred to the target. Most information is included in the merge with a few exceptions, and this article details the information that is included and not included in a merge.
The general information from the target client or patient is used as the default for the merge, but you can choose to use general information from the source record during the merge, under Select general info to keep.
Merging Clients
When you merge a source client record into a target client record, the source client is archived. The following information is transferred to the target client:
Client discounts
Consultation logs
Consultations
Credit allocations (credit applications)
Diagnostic imaging referrals
Diagnostic imaging worklists
Discount scheme targets
Email logs
Estimates
General prescriptions
Holding place numbers
Insurance claims
Notes
Patient health plans
Patient old owner logs
Patient referrals
Patients
Phones
Prescription repeats
Reminders
SMS logs
Scheduling events (It is not possible to merge a client that has an upcoming appointment. Reschedule or edit the client of the appointment to the target client before performing the merge).
Statements
Tasks
Information about the merge is saved on the Communication tab for both client records. If clients share patients, the patient records are duplicated. It is recommended to merge or move the patients to the target client before merging the clients themselves.
Merging Patients
When you merge a source patient record into a target patient record, the source patient is archived. The following information is transferred to the target patient:
Consultation diagnoses
Consultation discharge instructions
Consultation items
Consultation laboratory referrals
Consultation notes
Consultation patient statuses
Consultations
Diagnostic imaging referrals
Diagnostic imaging worklists
General prescription
Imported history
Notes
Invoice rows (the details of what has been generated as invoice rows, for example, treatments and items, will be visible in the merged patient's history).
Patient referrals
Prescription items
Reminders
Scheduling events
Weight
Information about the merge is saved on the Communication tab for both patient records.
Information Not Merged
Financial data, such as invoices, payment cards, and unallocated payments, is not transferred, as this is client-specific.
Tags associated with the source client or patient do not transfer to the target record.
The Product sales history section on the Treatments tab is client-specific. If the source patient's owner was different from the target patient's owner, items from the old owner might not appear on the target patient's Treatments tab.
Notes and Tips
The source client or patient record cannot be merged if it has unfinished consultations or unpaid invoices.
You can unmerge both clients and patients to restore the data to its original state.
Any unused prepayments must be handled before the merge, as they will not be automatically transferred.