NextGen Knowledge Center

Merge Duplicate Records for Specific Persons or Patients

If you have specific records that you have already identified for merging, you can begin the merging process without the search scenario criteria and perform the merge process for specific person or patient records that you select.
  1. To start the Person Merge process, do one of the following:
    • In NextGen® Enterprise PM, select File > Processes > Person Merge.
    • In File Maintenance, select File > Person Merge.
  2. In the confirmation message that appears, select Yes.
  3. In the Person Merge window, select Exact People.
  4. In the People Lookup - Merge Person 1 window, enter search criteria for the first person or patient to be merged, and then select Find.
  5. Select a record from the search results, and then select Open.
  6. In the People Lookup - Merge Person 2 window, enter search criteria for the second person or patient to be merged, and then select Find.
  7. Select the record from the search results, and then select Open.
  8. Select the Retain or Merge column for each record.
  9. Select the checkbox for each merge candidate record in the Merge Candidate section, and then select Merge.
    A message appears stating that the process is database intensive.
  10. Select Yes.
    A merge completion message appears.
  11. Select OK.
Merge Duplicate Records for Specific Persons or Patients