Duplicate Patients: How to Merge and Run Report

To avoid confusion at the front desk, we highly recommend the duplicate patient report be run & managed regularly.
 
Reports -> Patient Reports -> Patient List (Duplicates) -> Click [Preview] or [Print]. Run the report with and without DOB to determine which best suits your needs.
 
READ RED SCREEN in order to move forward..
 
Search the patient you wish to Merge From -> To click [Next]. Tip! Its important you do this correctly, the process cannot be undone.
 
Four screens will pop up for merge (address, phone, email, & credit card). Select the data you wish to keep and click [Next], on the final screen click [Merge].


 

 Email Help@chirosuite.ca or Call toll free at 855.509.1111 

 

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