Duplicate Patient Files
Merging Duplicate Patient Files
Overview
You cannot delete a duplicate patient file, but you can merge the files to preserve the record's history. Here's a guide on how to merge duplicate patient files using Wise Option.
IMPORTANT:
We do not allow the deletion of patient or customer files in Wise Option, as this would cause holes in your records and history.
The most common reason users want to delete a patient file is duplication.
In Wise Option, we give users the option to merge patient files.
This will merge all procedures, medical records, reproductive records, and history.
Please be VERY careful with this tool. There is NO undo button.
Estimated Time to Complete – 10 Minutes
Instructions
Click the tabs below based on the version of the Wise Option software you need instructions on.
Video How-To
For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.
Step-by-Step Guidance
Go to the patient files you wish to merge and write down their Patient ID numbers.
Tools > Data > Merge > Patient Merge.
Click Source and search for the patient file that is the duplicate > Confirm the Patient ID > Save.
Click Destination and search for the patient file that is the original > Confirm the Patient ID > Save.
Double-check you have selected the correct files.
Merge.
Answer confirmation questions.
Review any conflicting fields and select which should remain.
Submit.
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