How to Merge Patients
Before you start the process
- Once you merge 2 patients, this operation cannot be reversed.
- You may only merge patients with identical names and dates of birth.
- You must separately merge the 2 patients in the Practice Management module ‘Merge Patients’ screen.
- To Merge patients on the Practice Management side, here is help documentation from their team: https://support.pmhelpcenter.com/portal/en/kb/articles/find-and-merge-duplicate-patients
Within PsychEase, there is an admin tool that allows you to merge using the patient IDs.
After logging into PsychEase, you'll open the Admin panel
While hovering in the Admin panel you will then need to scroll down to find the 'Merge Patients' option
Clicking 'Merge Patients' will open up a modal that asks for the unlock code. Entering that correctly will open the Patient Merge modal:
WARNING: BEFORE YOU PROCEED
- Once you merge 2 patients, this operation cannot be reversed.
- You may only merge patients with identical names and dates of birth.
- You must separately merge the 2 patients in the Practice Management module ‘Merge Patients’ screen.
In the Merge Patients modal, you will have warnings regarding this action and fields where the old patient id will merge into the new (correct) patient id. You'll then hit the 'Merge Patients' button.
Once you click "Merge Patients" the system will either provide a success window or an error. If there is in an error, it's likely the patient names are not an exact match, but you can always reach out to support@tmdtigroup.com if you encounter an error and are unsure why. Just let us know you went through the documentation and ran into that.