Check and Merge Duplicate Patients

Use Match Existing Record when a newly submitted form belongs to a patient who already has an Active clinic record. This is especially important when co-payment details were added in Stripe and need to be carried into the existing clinic record.

1. 1

   Open patient in Patient Form In-tray.

2. 2

   In Match Existing Record, search by given name or last name.

3. 3

   Select the matching record from dropdown and verify date of birth.

4. 4

   Copy newer contact details and concession status where needed.

5. 5

   Select Save Changes, or Save and Create Order.

6. 6

   On save, the newer co-payment method from the left-side form record transfers to the matched existing patient record.