Merge Patient Files Within the Same Account

Patient A IS THE PATIENT TO REMOVE/MERGE AND Patient B IS THE CORRECT PATIENT RECORD.

To merge two patients within the same client account:

1. Click on the patient that does not appear to have any incomplete information or find Patient A.

   • If there are more than two patients with the same name, temporarily add “good” next to the patient’s name to keep under their info section. Just remember to remove it when you are done merging.

2. From the Patient A information section, scroll to the bottom to find the Merge Patients section. All the patients for this client are listed. Select Patient B.

3. Once Patient B is selected, click the red Merge Patient button. A confirmation window will appear, alerting you that this action cannot be undone.

4. Click OK to continue. After a few moments, the newly merged account will appear.

The merge may take up to 120 seconds. After selecting ok, please wait until the merged account appears before navigating to a different screen.

All patient records and reminders will be merged. Any information in the General section of the Patient Information screen for Patient A will be replaced with Patient B information.

MERGE CANNOT BE UNDONE, EVEN BY VETSPIRE DEVELOPERS.

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