To perform a Merge, follow the steps below.

  1. Click Menu – Setup and choose System – System Maintenance.
  2. Choose Patient Merge from the top of your screen.
  3. The screen below will appear. Press the “Find” button circled and all Possible Duplicated Patients are show.

  4. The search will return patients who have 4 out of 5 “hits” from the fields below. A common support call arises where patients do not appear in this list as expected. In this instance, return to the records and make sure they are indeed identical - most commonly there are address and/or postcode errors.
    1. First Name
    2. Surname
    3. Date of Birth
    4. Postcode
    5. Premise
  5. Patients to merge can be dragged down from the Possible Duplicated Patients box to the Due to be Merged box. 
  6. Press Merge and a warning will appear. Choose Delete or Do Not Delete. Generally, we recommend Keeping the record with the most recent Last Test Date (although naturally not all records will have a test date).