Merging Patient Information

If you ended up with multiple profiles for the same patient, you're definitely not alone. Thankfully, it's a quick fix.

  1. Open 'Clients/Patients'

  2. Search for one the patients you want to combine

  3. Open their dashboard

  4. Click the 'Edit' button in the upper righthand corner of the patient information section

  5. Click the 'Merge Patient' button in the upper righthand corner of the screen

  6. Choose the other patient you want to merge with

Note: patients need to belong to the same client in order to be merged.

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