Merging Patient Profiles

How to use the "Merge Patient" feature to combine two patient profiles together

Nick Hui avatar
Written by Nick Hui
Updated over a week ago

Is the same patient signing up on your waitlist multiple times? Accidentally created two patient profiles? No problem, you can merge patient profiles together using the Merge Patient setting.

Once you've identified a patient that has duplicate profiles:

  1. Select the Patients tab on the left navigation panel

  2. Search for the patient profile and click on their name

  3. Click on the ellipses (three dots) beside their name

  4. Select Merge Patient

  5. Then a prompt will appear for you to search for the second existing patient profile to merge (search and select the patients second profile)

  6. Select Continue

  7. Select the patient information to keep

  8. Select Confirm Merge

Now the two patient profiles will be merged!

Please Note: If each profile has unique consultations they will all be included in the merge. Consultations will not be cancelled or deleted.

Have questions or looking to add new modules to the MedMe platform? Email, or message via live chat!

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