If, for some reason, the patient has multiple profiles on your AR account, you have the option to merge the profiles so all their patient information and records are tied to only one profile.
Alert: To merge patients, the account must have a matching first name, last name, email address, and phone number. Ensure there are no extra spaces, typos, or mismatched data in these fields. If not, edit both profiles: Navigate to Patients/Client > Select profile > Actions > Edit.
1. Log in to your AR account on the web.
Hit Patients/Client > Merge Duplicate Profiles
2. Next, click Scan Now
3. Choose the duplicate profiles of a patient you want to merge.
4. Follow the steps to confirm you would like to merge the profiles and carefully review the profiles and decide which information to retain.
Alert: Important note: It's not possible to mass merge duplicate profiles. It needs to be done for each patient as you'll have to select the details/files that will be added to the new profile. Additionally, once the profiles are merged, the action is irreversible.
Tip: If under Patients tab, you see multiple profiles of the patient but after you click Merge Duplicate Profiles> Scan Now you don't see any duplicate profiles of the patient, the following are the possible reasons for this:
Their last names aren't identical (for example, one is Amy Holmes and the other Amie Cruise-Holmes; they need to be Amy Holmes and Amie Holmes).
Their names appear to be identical but one profile has a space or spaces in between the letters.
Confirm that phone numbers and other identifiers are consistent across profiles. If one profile has a phone number and email address while the other does not, make sure to update the other profile by adding the missing phone number and email address.
If their names and emails are identical, they were Marked as Not Duplicate by a user on the account.