Merge Client Details e.g if the same client is in the frontdesk twice are you able to merge both files together so that no data is lost?

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  • Updated 4 years ago
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Are you able to Merge Client Details e.g if the same client is entered in the frontdesk twice are you able to merge both files together so that no data is lost?
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Tracey

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Posted 4 years ago

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Andrew, Community Manager

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Official Response
Hi Tracey

We do have a 'Merge Patients' utility which can be used to move most of the data from one patient file to another.  The specific details on what is transferred between the two files is summarised in the utility itself. As Joyaa mentioned above it doesn't actually remove the patient file for you (as a safety measure), but once you are satisfied with the result you can archive the unneeded file.

Because moving the data cannot be undone easily, it would be best if our support team walk you through using the utility to start with.  Please contact our Helpdesk on 1800 18 18 20, or email us at helpdesk@smartsoft.com.au to arrange a callback and one of our support staff will be happy to assist.
(Edited)