Merge Patient

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Patient Icon QuicDoc will allow you to merge patient records. Merging can be helpful if you have inadvertently entered the same patient twice with different clinical notes in each record.

Merging moves notes from one patient record to another.

ex_blue_sm Important: Merging is irreversible.

The following will be merged: Sessions, Incidental Notes, Attachments, Outcome measures and Tasks,  Hot Notes, Disclosures, Labs, Nutrition Assessments, Pain Assessment, Prescriptions, Patient Docs, Psychotherapy Notes, Authorizations, Treatment Plan Tracking.

Group Therapy Information will NOT be merged.

First select the Patient (whose notes you want to merge into another record) from the patient list - the Merge From Patient.

1.From the Patient menu, select Merge Patient.
2.Select a search criteria - last name, acct number, or social security number -from the pick list in the Find Where field. Then type in the letters or numbers to search.
3.Click Find to generate a list of all other similar records.
4.Click on the patient that you want to merge to.
5.Click the Merge button to move the notes over to the selected patient.

 

Note: that the Merge From Patient is not deleted but contains no notes. You may now delete the patient.

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