When ChiroUp detects duplicate patient records in your system, you will have the option to merge all duplicates into one record.
ChiroUp's merge patient feature will look at the following criteria to identify potential duplicated records (in this order):
- Phone Number
- Last name & Date of Birth
- First name & Last name
Here's how to merge duplicate patient records:
1) Navigate to Merge Patients under the Admin tab.
2) Select which patients you wish to merge, and click the Merge button.
You can also review the Merge plan to review each patient record that will be merged into one.
Warning - Read Before Merging‼️
Only select the patients you would like to merge at once. ALL patients that you have ‘checked’ will merge into one record when you confirm the merge. Only merge one patient at a time.
Every single record that you select will merge into one single record. Merging is a permanent action that cannot be undone - exercise caution and only select the duplicated records of one person at a time.
3) Review and confirm the merge.
