Merge patients

Medadvisor for Pharmacy allows you to merge duplicate patient profiles that may have been added manually or come from a patient booking on your customer booking website, in addition to the patient profile from dispense. 

Use the merge patient services tool to combine duplicate patient accounts such as those created by patients booking under a nickname. 

Please note: The tool does not merge Medadvisor app accounts. To resolve app account issues, please contact support.

Please follow these steps: 

 

• Select Patients in the menu

 

• Select Service settings

 

• Select Merge patients 

 

• Under Search & select, enter the patients details that you would like to merge and select Search

Please note: Select the check box to launch Advanced search options or select Alt + A on your keyboard

• Select the checkbox next to the two patient accounts you would like to merge and select Next

Please note: You can view where the patient information has come from under the Account Origin heading e.g Dispense OR Manually added for a patient added from a booking.

 

• Compare and merge details and select Merge patient profiles

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