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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!
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’
If you don’t see this option, this means you do not have any duplicate patients.
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!