Patient Merge

Two Patient Folders can be merged using Patient Merge.

One patient is selected at the Target patient and that Patient Folder remains in Propel Rx. The second patient is selected as the Remove patient and is merged into the first patient, removing their Patient Folder from Propel Rx.

Once two Patient Folders are merged, they cannot be unmerged. Before initiating the merging process, validate that the two Patient Folders should be merged.

To merge patients:

1. Select > Merge > Patient. The Patient Merge window appears.

2. In the Target section, enter all or part of the patient's name in the Patient Name field. This Patient Folder will be kept in Propel Rx after the merge.

   

   For the Target patient, select the patient that has the most accurate information.

3. Select Search to search for and select the patient.

4. In the Remove section, enter all or part of the patient's name in the Patient Name field. This Patient Folder will be removed after the merge.

   

5. Select Search to search for and select the patient.

6. Select OK. A confirmation prompt appears.

   

7. Select Yes.