How to Merge Patients

A patient with an already existing patient record was created.

One patient is named Patient A, the other named Patient B. You need to merge Patient A into Patient B.

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 draft forms will update automatically to reflect the new patient.

Signed forms:

• Patient information will not be updated on any signed forms or form part.

How to undo a merge

You have 30 days to undo the merge. All forms for Patient B will be restored back to Patient B.

Any new forms created for Patient A can be restored back to Patient A or B. You can pick the forms you want to restore when you undo the merge.

1. Click ‘Action‘ on the patient banner.

2. Click ‘Unmerge Patient‘

How to Merge + Un-merge Patients on Thalamos