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, 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, review the records to merge.
    You can view additional information for the merge candidates by right-clicking a patient record and selecting from the available choices.
  4. Select the checkbox in each row that contains patient records to merge.
  5. To change the default selection to retain or merge records, select the Retain column next to the patient record to keep it.
    A check mark automatically appears in the Retain column. Another check mark automatically appears in the Merge column next to the other patient record that should be merged into the retained record.

    You must select the person record to retain or merge. You cannot select both options.

  6. In NextGen® Background Business Processor, select File > Processes > Person Merge.
  7. In the Person Merge window in NextGen® Enterprise PM, select Send to BBP.
    The Package Properties window opens.
  8. Select the NextGen® Background Business Processor package that contains the selected merge pair candidates.
  9. Select OK.
    The selected merge pairs are merged when the selected NextGen® Background Business Processor package runs.
Merge Records with the NextGen® Background Business Processor