Merge Clinic Patient

The Merge Clinic Patient Tool is used to merge a duplicate patient account to the main patient account that you would like to keep.  This will allow you to move all records from merged account while simultaneously deleting it.   This tool can only be accessed by a Clinic Admin or Practitioner with a Super User Privilege in Artisan. 

NAVIGATION

 Click on Administration>Manage Data>Clinical Info.  Select Merge Clinic Patient. 

Within the tool, search by name and select the duplicate account that you would like to merge in the first field.  Select the account you would like to keep and merge into in the second field.  Below each account, you can select what you would like to keep from each account.  If the portal is set up in both accounts, you will be able to select which portal account to keep.  If there is only one portal account setup, it will automatically keep that portal account. If there is a partner on both accounts, you will need to select the partner tab to access the partner information.  Please note, if the partner is only set up on one account, it will automatically keep that partner and you will not have the Partner tab to choose information from.

On the partner tab, select what you would like to keep in each account.  Any items that are not listed to select on the merge tool (except demographic information) will automatically merge.  Once all selections are made for the patient and partner, click Merge.

On the next window, click Yes to merge the accounts.  Click No to cancel.

You will be notified that the account merge was successful.  Click Ok to exit out.  Your merge is now complete.

**All manuals are compliant with HIPAA regulations.  No patient information has been released.  All screenshots above were taken from a test clinic with fake patient information.**