Transform your daily workflows and Merge General Patient Information

Aug 6th, 2022
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Straightforward guide on the way to Merge General Patient Information

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Follow these basic steps to Merge General Patient Information using DocHub:

  1. Log in to your profile or sign up for free using your Google profile or e-mail address.
  2. Select a document you need to add from the computer or integrated cloud storage service (Box, Google Drive, or OneDrive).
  3. Gain access to DocHub top-notch editing features with a user-friendly interface and edit General Patient Information in accordance with your needs.
  4. Merge General Patient Information and save adjustments.
  5. Effortlessly fix any mistakes well before continuing together with your record export.
  6. Download, export and send out or quickly share your document with your colleagues and customers.
  7. Go back to your document or create Templates to increase your productivity

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How to Merge General Patient Information

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hello my name is India from the new customer support team and in this video were going to cover how to merge two patients records first go to the patients file from your icons along the top youll need to select the merge button this is the two arrows pointing into each other the patient that youre on will automatically be set as the destination patient this will be where all of the data ends up to choose your source patient click into the box then select the list button choose yours you look at patient record and select ok in order to mark the source as inactive selects a reason in this case Ive chosen duplicate if there is any other reason click on the list button and theyll be available here to add any extras in click on the +1 and give it a code and a description once you are happy selects ok you will get a box which asks are you sure you want to merge as the operation isnt irreversible if you are happy select yes all of the information will now be held on the destination p

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With both chart IDs at hand, go to Admin Merge Patient Charts to open this window: If one of the patient charts has more up-to-date or detailed basic information (i.e. address/insurance/phone number), we recommend using this the primary ID.
When a case of duplicate records is found, a user will want to resolve them to a single record. The Merge Patients screen allows the user to select information from two patient records and perform a merge that creates a single patient record to replace those two.
To Merge Patient Records: Of the two patient records you wish to merge, locate the patient you want to keep, and open their Patient Details window. From the Patient Details window, select Patient Merge Patients. The Select Patient window appears. Select the patient to merge.
0:13 1:28 First go to the patients. File. From your icons along the top youll need to select the mergeMoreFirst go to the patients. File. From your icons along the top youll need to select the merge button.
0:13 1:28 How to Merge Patients Records in EXACT - YouTube YouTube Start of suggested clip End of suggested clip First go to the patients. File. From your icons along the top youll need to select the mergeMoreFirst go to the patients. File. From your icons along the top youll need to select the merge button.
The Merge Patients utility can be used to resolve duplicate patients.Merging Duplicate Patient Files in Front Desk Step 1 Open the utility. Step 2 Select patients. Step 3 Merge. Step 4 Final confirmation. Step 5 Managing additional information.
To Merge Patient Records: Of the two patient records you wish to merge, locate the patient you want to keep, and open their Patient Details window. From the Patient Details window, select Patient Merge Patients. The Select Patient window appears. Select the patient to merge.
Cleaning up your Patient List Select View Patients from the main screen. Search for the patient by surname, firstname. Select the patient record that you want to keep. Select Edit Merge from the menu. Read the Merge Patients warning prompt that appears. Search for the patient to merge by surname.

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