Merging Duplicate Patients

Updated by Niki Budd

How to Merge Duplicate Patients - 2.0

This video and tutorial will walk you through the easy merging of duplicate patients. This is a great way to clean up your patient list and make sure that you do not have any redundancies within the system.

Please Note: Terminology is different based on your setting. For example; a setting may use Organization as Location, Patient instead of Athlete, Encounters instead of Treatment, or Problems instead of Injuries - but the steps are still the same.

Video Tutorial
Please Note: Terminology is different based on your setting. For example; a setting may use Organization as Location, Patient instead of Athlete, Encounters instead of Treatment, or Problems instead of Injuries - but the steps are still the same.
Step-By-Step Tutorial
  1. Navigate to the organization that houses the duplicate profiles
  2. Go to the Patients tab
  3. Click the three dots to the right of one of the patient profiles that you would like to be merged, select Merge Patient
  4. Click Select to search for the second patient to merge
  5. Type in name of the patient you wish to merge with the existing profile you have selected
  6. Pick which profile you would like to keep and which you'd like to remove by selecting the double reverse arrows in-between profiles
  1. Select Merge

How to Merge Duplicate Athletes / Patients - Legacy

This video and tutorial will walk you through the easy process of merging duplicate athletes. This is a great way to clean up your athletes list and make sure that you do not have any redundancies within the system.

Please Note: Terminology is different based on your setting. For example, a setting may use Organization as Location, Patient instead of Athlete, Encounters instead of Treatment, or Problems instead of Injuries - but the steps are still the same.

Video Tutorial

Step-By-Step Tutorial
  1. Sign in to your Healthy Roster account and locate the athlete that you would like to merge either using the ‘Organizations’ or ‘Athletes’ tab
    Merging duplicate athletes screenshot 0.5.png
  2. Go to the ‘All Athletes’ tab and find the athlete that you would like to merge
    Merging duplicate athletes screenshot 1.png
  3. Click the three dots to the right of the athlete that you would like to be merged, select ‘Merge Athlete’
    Merging duplicate athletes screenshot 2.png
  4. Type in the name of the athlete that will be merged and confirm which profile you would like to keep
    Merging duplicate athletes screenshot 3.png
  5. Click ‘Merge’
    Merging duplicate athletes screenshot 4.png

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