Person Merge

The following scenario provides a summary of the demographics template data that is merged. If the demographics template only saves practice-level data, the retained person’s data is kept for that template.

The patients (persons) that need to be merged:

• Patient A (the retained person)
• Patient B (the merged or dropped person)

These patients have charts in different practices:

• Patient A has a chart in practices 1, 3, and 4.
• Patient B has a chart in practices 1, 2, 3, and 5.

The patients have templates saved in each practice:

• Patient A has a demographic template (demo_1) in practices 1 and 3.
• Patient B has the same demographic template (demo_1) in practice 1, 2, 3 and 5.

Keeping Patient A and merging Patient B

When you assign templates and elect to keep Patient B’s demo_1 template, you see the following after the merge:

• All cross-reference fields, such as medications, allergies, and so on, are merged so that the list is consolidated for Patient A and Patient B.
• In practice 1, Patient A’s demo_1 template has the data previously saved in Patient B’s demo_1 template.
• Common fields (for example, name, address, and so on) are overwritten with patient B’s data.
• Patient A now has a chart created in Practice 2.
• The demo_1 template has the data previously saved in Patient B’s demo_1 template.
• In practice 3, Patient A’s demo_1 template has the data previously saved in Patient B’s demo_1 template.
• Common fields (for example, name, address, and so on) are overwritten with patient B’s data.
• In practice 4, Patient A’s demo_1 template has no data in the demo_1 template.
• Because Patient B never had any data in practice 4, when selecting Patient B’s data, it overwrites the template with blank data.
• Patient A now has a chart created in practice 5.
• The demo_1 template has the data previously saved in Patient B’s demo_1 template.

You can use the Patient Merge window to select duplicate records and perform the person merge process.