Merging patients is irreversible! Please ensure you have selected the correct patients to merge as we cannot unmerge them.
If you find that you have accidentally create a duplicate patient profile and would like to merge it with your existing one, you can do so through Z dispense.
From Patient Selection Window
- Search for the patient(s) in the Patient Selection window
- At the bottom of the Patient Selection window, press the button
- Select the patients that you wish to merge by holding the CTRL key on the keyboard and clicking on any additional patients.
- The Merge Patient window you can select which details of which patient you wish to keep by ticking the boxes
Merging patients is irreversible! Please ensure you have selected the correct patients to merge as we cannot unmerge them. - Press Merge Patients to merge the patients
Manual Merge
To merge specific patients:
- Go to Z Dispense > Tools > Merge Patient > Manual Merge
- Create a patient group by adding your first patient using the ‘+’ symbol in the left-hand panel.
You can create as many groups as needed. Each group will work separately from each other. - To add patients to this group, use the ‘+’ symbol in the right-hand panel to locate additional patients you would like to add.
You can add multiple patients by holding the CTRL key on the keyboard and clicking on additional patients. - In the bottom panel, you can see the details belonging to each patient. From here you can select which details to keep and which to discard.
- When you are ready to proceed, press Merge Selected to merge the group you are working on.
Merging patients is irreversible! Please ensure you have selected the correct patients to merge as we cannot unmerge them.
You can also Merge All if you are confident that the data selected for every patient group is correct and would like to process them all.
Bulk Merge
You can also run a search for duplicate patient information which you will be able to merge in bulk.
To Merge Patients in Bulk:
- Go to Z Dispense > Tools > Merge Patient > Bulk Merge
- The Patient Merge window should appear, allowing you to select the search criteria. The system will look for the customers that have the 'Same Surname, Same Firstname etc'. Press OK
All the criteria here need to match between patients to be considered as a match, you will need to find a good balance broad and specific details as it may hinder your match results. - A new window will appear with the groups of patients with running down the left side. Clicking on each group will display patients matching the search criteria on the right-hand side.
- In the bottom panel, you can see the details belonging to each patient. Here you can select which details to keep and which to discard.
- If you are confident that the data selected for every patient group is correct and would like to process them all, press Merge All to merge each of the groups.
Merging patients is irreversible! Please ensure you have selected the correct patients to merge as we cannot unmerge them.
This will merge ALL patients in the list (e.g. all 216 groups). Please ensure that all details are correct before you merge.
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