NextGen Knowledge Center

Merge Specific Duplicate Person or Patient Records

You can find specific records that you have identified for merging. The person merge process ignores the search scenario criteria and performs the merge for the specific person or patients selected.

  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. Select Exact People.
    The People Lookup - Merge Person 1 window opens.

  4. Enter the search criteria for the first person or patient to use in the merge, and then select Find.
  5. Select a record in the search result, and then select Open.
    The People Lookup - Merge Person 2 window opens.

  6. Enter the search criteria for the second person or patient to use in the merge, and then select Find.
  7. Select the record from the search results, and then select Open.
    The Person Merge window opens the two selected merge candidates in the Merge Candidates section.

  8. Select the Retain or Merge columns for each record.
  9. Select the check box for each merge candidate record in the Merge Candidate section, and then select Merge.
    A message appears stating that the person merge process is database intensive.
  10. Select Yes.
    A merge completion message appears.
  11. Select OK.