A Patient Profile can accidentally get duplicated in Chiro Cat during the Appointment check-in or Online Scheduling processes. This is generally because the original profile created for them is:
- Missing or incorrect birthday
- The Patient's name was entered incorrectly by office staff
- The Patient entered their "Preferred Name" instead of their full name
- The Patient did not type in their name or birthday correctly
Note: Any of the above scenarios will warn the patient their record could not be found and asks them if they would like to create one, thus we have a duplicate
How to Merge
- Find the Patient profile you want to merge (this is the profile that will get deleted, so make sure you select the correct profile to initiate the merge)
- Click Profile --> Settings and scroll to where you see "Merge Contact Records"
- Search and select the Patient you want to merge into and "Submit"
