A patient with an already existing patient record was created.If there are duplicate patient records for the same patient, you can merge these patient records together. Please note that not all users may have this functionality as your Trust or Organisation will choose who should have the ability to do this e.g. just MHAA, or AMHPs. Please contact your MHA Office or your team lead if you have any questions regarding this.
How to merge patients
One patient is named Patient A, the other named Patient B. You need to merge Patient B into Patient A.
Open the patient page of the patient you would like to merge the patient into
Click ‘Action‘ on the patient banner for Patient B.
Click ‘Merge Patient‘
You will see a warning banner
‘Please choose your reasoning for merging the patient.
Input the details of the patient you want to merge the record into (you only need to input the patient’s surname)
Select the patient
Click ‘Merge’
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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Click ‘Action‘ on the patient banner.
Click ‘Unmerge Patient‘
How to Merge + Un-merge Patients on Thalamos
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