NextGen Knowledge Center

Merge Records with the NextGen® Background Business Processor

You can merge selected person or patient record pairs through an automated process by sending the person or patient record pairs to a package in NextGen® Background Business Processor that contains a Person Merge job.

  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. To start the person merge process in NextGen® Background Business Processor , open NextGen® Background Business Processor and then select File > Processes > Person Merge

    The Person Merge window opens.
  7. Select Send to BBP on the Person Merge window in NextGen® Enterprise PM.
    The Package Properties window opens.

  8. Select the NextGen® Background Business Processor package that contains the selected merge pair candidates for the person merge job.
  9. Select OK.
    The selected merge pairs are merged when the selected NextGen® Background Business Processor package runs.