How Do I Merge Patient Records?

Start from any screen within Rcopia, then follow the steps outlined below:

Step 1: Click the menu icon (three horizontal lines) at the top-left corner of your page, then click Utilities.

mceclip0.png

(click to enlarge)

Step 2: Click Merge Duplicate Patients.

mceclip1.png

(click to enlarge)

Step 3: Search for the desired patient in the search bar.

mceclip3.png

(click to enlarge)

Step 4: Select which record to keep and which record to merge by clicking the appropriate button.

mceclip5.png

(click to enlarge)

Note: You must keep the patient profile that has the active medications/diagnoses. The patient you are merging is the profile that you will no longer see. This action can not be undone.

Step 5: You will see that the names you have selected to KEEP and MERGE appear in their appropriate sections. In the Merge section, click the Merge Records button.

mceclip6.png

(click to enlarge)

Was this article helpful?
0 out of 1 found this helpful