If a client has more than one account, you can merge them to ensure that none of their data is lost.
Merging clients is done at the Organisation level. If you are a single location clinic, having admin access will automatically grant you organisation level access.
If you have more than one location, you will need to have organisation level access to make these changes - your account owner can grant you access.
Merge duplicate client records
Go to Admin > Clients
Use the search bar to search for the client you wish to merge. Ensure that both records appear on the same page.
Click the grey (not blue) "Options" button to the right of the client and select "Merge". If you have a small screen, you may have to scroll to the right to see this.
Click the "Merge" button to the right of the client you want to merge with.
Select the information you want to use from each client record. You will see the information that will make up the final record in the right hand column.
Check that you are happy with your selections - once you merge, this CANNOT be undone!
Click "Merge"
The merged client card will be archived and the email address with have the word "merge" added to it
TIP: 💡
You can only merge clients that share the same date of birth. If the two records have different dates of birth, you will need to change one first.
Searching for duplicate client records
Click on Admin in the right hand menu.
Click on "Clients" in the Organisation Resources box.
Tick the "Show duplicates" check box at the top right.
This will search for all clients in your database that share the same:
First and surname
Date of birth
If appropriate, you can merge the results by following steps 4-8 above.
TIP: 💡
If you know the name of the client you wish to merge, use the first method above in case they have a name or date of birth that does not match the other.