If you've noticed duplicated patients or clients, you can merge them to ensure clean data and reporting.
📌 Please read this article completely before proceeding with the merge (especially the What information is transferred? section).
Once merged, this action can not be undone.
To access this function:
Click on the Profile Icon in the top right corner.
Select Administration.
Click Merge Clients/Patients on the left panel.
Or by direct link: Merge Patients & Clients.
"Merge Clients/Patients" permission is required to access this feature; reach out to your clinic administrator or practice manager if you don't see this feature in Administration. Learn more about Permissions here.
📌 If the file has only one patient, merge the client first, then the patient.
Merge Clients
You can use this function to merge client accounts and keep only one. This comes in handy if you notice duplicated client accounts (that might have the same pets or different ones).
Click on Merge Client.
Search for Client to Keep (Can be searched by Email, Name, or Phone number)
Search for Client to Remove (Can be searched by Email, Name, or Phone number)
If you only need to merge one client, just click the Red trash can icon to delete the row.
Otherwise, Continue Searching for the next clients.
Click Merge Clients.
What information is transferred in a Client Merge?
In a Client Merge, all the patients from the removed client will be transferred to the client profile that is being kept.
Client profile information (such as notes or alerts) is not transferred. Therefore, we recommend keeping the Client with the more complete profile and removing the one with less information added.
Merge Patients
You can merge patients one by one or add multiple lines and run all merges at the same time.
Click on Merge Patients.
Search for Patient to Keep
Search for Patient to Remove
If you only need to merge one patient, just click the Red trash can icon to delete the row.
Otherwise, Continue Searching for the next patient.
Click Merge Patients to Finalize the action.
Once the action is completed, you will see a green confirmation message at the top right of the screen.
Patients can be searched using the patient name, ID (make sure you type # before the ID number), rabies tag, or microchip, or using client information such as name, phone number, or email.
What information is transferred in a Patient Merge?
The following data from the patient removed is being transferred to the patient kept:
Records
Appointments
Recommended Appointments
Tasks
Treatment Plans
Client Communications
Protocol Reminders
Files
Forms & Certificates
Co-Owner information
Patient profile information (such as microchips, notes, or alerts) is not transferred. Therefore, we recommend keeping the Patient with the more complete profile and removing the one with less information added. If the patient you want to keep is missing some profile information that the other patient has, please update the profile of the patient you want to keep before doing the merge.