Merging Patients

How to merge duplicate patient records in Dentally

Shelley Withington avatar
Written by Shelley Withington
Updated over a week ago

Sometimes patients are accidentally added into Dentally twice, Don't Panic! It can happen to anyone and can be easily fixed...

When this happens in Dentally there will be two lots of notes, two sets of appointment history, etc etc... The only thing we ask is that before you continue with the merging process you are 100% confident the patients are the same person and that you are confident in which patient record you wish to keep and which is to be archived. Note that only users with Level 3 security access or higher can perform this option.

REMEMBER...

🚨 MERGING TWO PATIENTS TOGETHER IS IRREVERSIBLE 🚨

Let's merge two patients...

In the Details section of the patient’s record you wish to keep, open the ‘More’ menu in the top right and select ‘Merge patient’.

merge patient in dentally

You can then select the patient you would like to merge with this one. This patient you choose will then be archived in the system.

Once the patient has been selected, you will be shown which two records you have chosen. Click Merge and then confirm and you’re all done!

Please note... All X-Rays that are NOT already linked with, or saved to the destination patient, will need to be downloaded/exported from the X-Ray software and manually uploaded to the images tab in Dentally.

All new X-Rays will then continue using the Dentally ID for the new patient record.

When merging patients you also run the risk of the IDs that are used for the imaging bridge not picking up the correct images.

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