Doctor Merge

Two Doctor Folders can be merged using Doctor Merge. One doctor is selected as the Target doctor and that Doctor Folder remains in the database. The second doctor is selected at the Remove doctor and is merged into the first doctor, removing their Doctor Folder from the database.

Note: Once two Doctor Folder's are merged, they cannot be unmerged. Before initiating the merging process, validate that the two Doctor Folders should be merged.

To merge doctors:

  1. Select More > Merge > Doctor.

    The Doctor Merge window opens.
  2. In the Target section, enter all or part of the doctor’s name in the Doctor field. This Doctor Folder will be kept in the database after the merge.

    Note: For the Target doctor, choose the doctor that has the most accurate information.

  3. Select Search to search for and select the doctor.
    • To make any changes to the target doctor, select the expand icon next to the Doctor field.
  4. In the Remove section, enter all or part of the doctor’s name in the Doctor field. This Doctor Folder will be removed from the database after the merge.
  5. Select Search to search for and select the doctor.
    • To make any changes to the remove doctor, select the expand icon next to the Doctor field.

  6. Select OK.

  7. A prompt window displays to confirm merging doctors.