NextGen Knowledge Center

Search for Duplicate Persons

The search for duplicate persons for the person merge process is database intensive and requires large amounts of system resources that can affect all other users on the system. You can run the Person Merge process after business hours. You must ensure that you are the only person logged on to the system.

  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 a scenario from the Search Scenario list.
  4. Select one of the following for the search range or merge type:
    • System
    • Enterprise
    • Association
    • Practice

    The range available to you depends on your person merge security rights. If you select the association level, the search results include only the patients that are part of your practice's association.

  5. To set the maximum number of records ranging from 100 to 3000 to display in your search result, select .
  6. To include in the search results people and patients that do not have Social Security Numbers, select Return Blank Social Security #s.
  7. Select Find.
    The search results are displayed in the Merge Candidates section.

  • Search Scenarios The search scenario that you select defines your search for duplicate records in the database for the Person Merge process.