Merge Patient Account

Step 1: Click onto Settings in CMS

Step 2: Click onto Merge Patients option.

Note: This option will only be visible for those accounts which have access. 

Step 3: Search for the 2 accounts which you would like to merge and click + Add to Merge List. 

Step 4: 

1. Select the record which you would like to retain first. That will be considered “Primary” order.
2. Select the record which you would like to merge into primary and delete the existing account. That will be considered “Merge and Deleted”.
3. Check the check box to confirm the merge and proceed to click “Merge”
4. Merge will only be reflected the following day.