NextGen Knowledge Center

Merge Demographic Templates

If your facility uses both NextGen® Enterprise PM and NextGen® Enterprise EHR, you must select which specific demographic templates from the patients' charts to keep during the merge process. When duplicate patients are merged, all medical records templates for both patients are automatically merged along with all other applicable patient data. The retained record does not include demographic information from the merged patient record.

  1. To start the person merge process, do one of the following:
    • In NextGen® Enterprise PM, from the File menu, select Processes > Person Merge.
    • In File Maintenance, from the File menu, select Person Merge.
    A message appears for you to confirm the person merge process.
  2. Select Yes.
    The Person Merge window opens.
  3. Review the records to merge.
  4. Select the check box in each row that contains patient records to merge.
    By default, appears in the Retain and Merge columns for the patient.

  5. In the Merge Candidates list, right-click the patient record, and then select Assign Templates.
    The Template Merge window opens all duplicate demographic templates.

  6. For each row, select the Select column in the Person 1 or Person 2 pane to select the demographic templates to keep during the merge process.
    appears in the Select column.

  7. Select OK.
  8. Select Merge.
    A message appears to remind you that the merge process is database intensive and should only be run after business hours.
  9. Select Yes.
    A message appears to confirm the number of patient records selected for merging.
  10. Select Yes.
    A merge completion message appears.