Merging Duplicate Patients
Updated 2 months 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 that 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’
Please note, you may not have access to Healthy Roster 2.0 at this time, we will begin releasing in phases and notify your account owner when you can expect it. In the meantime default to the Legacy tutorial
How to Merge Duplicate Patients - 2.0
This video and tutorial will walk you through the easy process of merging duplicate patients. This is a great way to clean up your patients 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
- Navigate to the organization that houses the duplicate profiles
- Go to the Patients tab
- Click the three dots to the right of one of the patient profiles that you would like to be merged, select Merge Patient
- Click Select to search for the second patient to merge
- Type in name of the patient you wish to merge with the existing profile you have selected
- Pick which profile you would like to keep and which you'd like to remove by selecting the double reverse arrows in-between profiles
- Select Merge
