Merging duplicate patients

Occasionally the same person ends up with two records, usually when they book online with a slightly different name or phone number from the one already on file.

Merging is not yet available

We want to be straight with you: there is currently no automatic merge that combines two patient records into one. Merging clinical records safely is a high-stakes feature, and we would rather not ship it until we can guarantee nothing is lost in the process. It is on our list.

The workaround for now

Until merge arrives, the cleanest approach is:

1. Decide which record is the one you will keep going forward, usually the one with the most history.
2. Copy any important notes, alerts or treatment details from the duplicate into the record you are keeping.
3. Archive the duplicate so it drops out of your active patient list and search, without deleting any history.

Archiving keeps your day-to-day list clean while preserving the old record, so nothing is destroyed before a proper merge is possible.