Merging Duplicate Athletes / Patients
Updated 3 years ago
How to Merge Duplicate Athletes / Patients
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 clinical setting uses Care Group as Organizations, Patient instead of Athlete, and Visits instead of Treatment, lastly Problems instead of Injuries, but the steps are still the same.
Video Tutorial
Step-By-Step Tutorial
- Sign in to your Healthy Roster account and locate the athlete tat you would like to merge either using the ‘Organizations’ or ‘Athletes’ tab
- Go to the ‘All Athletes’ tab and find the athlete that you would like to merge
- Click the three dots to the right of the athlete that you would like to be merged, select ‘Merge Athlete’
- Type in the name of the athlete that will be merged and confirm which profile you would like to keep
- Click ‘Merge’
