Merge Duplicate Patient Profiles
How to Merge duplicate profiles of a patient via the web:
If, for some reason, the patient has multiple profiles on your account, you have the option to merge the profiles so all their patient information and records are tied to only one profile.
Hit Patients > Merge Duplicate Profiles > Scan Now, and then choose the duplicate profiles of a patient you want to merge.
Important note: It's not possible to mass merge duplicate profiles. It needs to bedone 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.
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:
1. Their names aren't identical (for example, one is Amy Holmes and the other Amie Holmes; they need to be Amy Holmes and Amy Holmes).
2. Their names appear to be identical but one profile has a space or spaces in between the letters.
3. If their names are identical, they were Marked as Not Duplicate by a user on the account.
CONNECT WITH US:™
Subscribe to our official YouTube channel
If you'd like to know more, chat to us in the Messenger
Managing the Patient Portal
Patient Portal URL Get your personalized portal link To access your personalized portal link, log into your AR web account Go to Appointments. Open the “Smart Configuration" tab. Click on the "Booking Portal" . Copy the URL associated with the ...
Patient Portal - How to's
Patient Portal - How to's What do clients see? What can they do in the portal? The Patient Portal is where the patient profile is displayed. Once a patient has logged into their account, they can change and edit their profile information, subscribe ...
Register/Access the Patient Portal and Complete Forms (Patient Facing)
Register/Access the Patient Portal and Complete Forms As a patient, you can register for the patient portal so you can complete your forms prior to your appointment date via the web. If you are successfully registered for the patient portal, you can ...
Manage User Profiles
Manage User Profiles Add, edit, or inactivate, or activate a user profile in your account via web With Aesthetic Record, it's important, for security purposes, that you identify each individual user in the system. Having all your users set up ...
Register and Access the Patient Portal
Patients can register for the patient portal so they can complete the forms prior to their appointment date via the web If patients are successfully registered for the patient portal, they can read the pre and post-treatment instructions, answer ...