Merge New Patient Information

Aug 6th, 2022
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Easy guide on how to Merge New Patient Information

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Follow these easy steps to Merge New Patient Information utilizing DocHub:

  1. Log in for your account or register for free with your Google account or email address.
  2. Select a file you want to upload from the computer or integrated cloud storage (Box, Google Drive, or OneDrive).
  3. Gain access to DocHub advanced editing tools with a user-friendly interface and edit New Patient Information in accordance with your needs.
  4. Merge New Patient Information and save adjustments.
  5. Quickly fix any errors before going forward with the file export.
  6. Download, export and deliver or easily share your document together with your co-workers and clients.
  7. Go back to your document or create Templates to increase your efficiency

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How to Merge New Patient Information

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merging patients accounts you can merge two patient records family members or not into one patient record this functionality is helpful for removing duplicate patients indent Ricks Enterprise duplication of patients can also occur when a patient is entered without verifying that the patient already exists in the database for this office or all offices its important to note that both patients you merge must have active or non patient status or you can merge a patient with non patient status into an active record however you cannot merge a patient with an active status into a non patient record if the patients account you wish to eliminate has x-rays a support ticket will need to be submitted immediately to relink them to the new account to merge patients in the family file you need to identify the patients account that you wish to keep now we need to go to edit and select merge patients youll have to type in your password to override now on the advanced button were going to go an

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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.
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.
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.
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.
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.
Go to Patients Merge Patients and Genie will then attempt to merge the patient records. If the records are exactly the same, Genie will proceed without further prompt. If the account holder records are the same, the record name will be chosen arbitrarily.
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.

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