NextGen Knowledge Center

Merge Duplicate Person or Patient Records

The person merge process merges or retains the information of the duplicate records based on your selections in the Person Merge window.

  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. To change the default retain or merge selection, select the Retain column next to the patient record to keep.
    A check mark automatically appears in the Retain column. Another check mark automatically appears in the Merge column next to the other patient record to indicate it should be merged into the retained record.

    You must select the person record to retain or merge. You cannot select both options.

  6. Continue to make your selections for each row (pair) of potential duplicate records until you have selected all the records to merge.
  7. For any row that displays Assign in the Templates column, merge the NextGen® Enterprise EHR Demographic templates associated with the patients' charts.
  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.