If you have multiple instances of the same patient under a Billing Provider, you can use Patient Merge to merge them together. Read on to find out how!
Method 1: From the Duplicate Patients section
Method 2: From the Patient/Injury page
Method 1: From the Duplicate Patients section
Step 1. On the navigation bar, click the arrow in the search field
Step 2. Click ‘View All Patients’ to view a comprehensive list of all patients
Step 3. (Situational) If applicable, choose which Billing Provider you’d like to work merges for.
Click ‘Confirm’ once you’ve made a selection.
Step 4. Locate the Potential Patient Duplicates banner, and click ‘View List’
Note: If you don’t see this option, this means daisyBill did not identify any exact duplicate patients. Refer to Method 2 if you have duplicates that were not identified in this list.
Step 5. Click ‘Review Duplicate(s)
Step 6. Compare the two patients
If they are duplicates of each other, click ‘Keep This Patient’ at the bottom to select a primary patient. daisyBill recommends choosing the most recently created patient as the primary patient.
Step 7. Click ‘Merge Patient’
Step 8. Confirm the Patient merge
Patients Merged!
Help Article: Injury Merge (insert new help article linking to)
Step 1. Hover over the orange ‘Duplicate’ banner on one of the duplicate injuries.