Page Comparison

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1. Open the patient page of the patient you would like to merge the patient into

2. Click ‘Action‘ on the patient banner for Patient B.

3. Click ‘Merge Patient‘

   1. You will see a warning banner

4. ‘Please choose your reasoning for merging the patient.

5. Input the details of the patient you want to merge the record into (you only need to input the patient’s surname)

6. Select the patient

7. Click ‘Merge’

8. Click ‘confirm’

All forms created for Patient B will now be in Patient A’s patient page.

Any in-progress forms will be updated with the correct patient information.

What happens to forms once you have merged patients?

Draft forms:

• The patient information within for draft forms will update automatically to reflect the new patient.

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