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Patient Merge:

Manage Duplicate Patients

You don’t want duplicate patients in the system, but invariably it can occur. Perhaps an interface accidentally loaded a duplicate. Or a patient who hasn’t been to the office in a few years came in, and due to the fact that the patient has changed residence, this was overlooked and entered as a duplicate.

Detecting and merging duplicate patients is not an option in MicroMD, which is why Micro-Office Systems, Inc. has produced the Patient Merge Utility.

Complete Merging

Will merge patient demographics, policies, cases, and all financials into the "master" patient
All balance totals, statement information, etc… will be updated as appropriate

Auto-Detect

With one click, the utility will attempt to find duplicates using a variety of matching criteria
The matching criteria is shown alongside each suggested merge so you know why it’s there
You can easily manually add patients to merge if you already know the patient IDs

Determination of Which Way to Merge

The patient being removed must have a $0 balance
The patient being removed must have no outstanding insurance-responsible claims

Manual Preview

You can "flip" which patient merges into the other easily.
For each potential patient merge, there is a side-by-side comparison of all different fields to confirm that this is a valid merge.
Can optionally uncheck any suggested merges you do not want to perform.

Safety in mind

The full patient table is backed up during the processing in case there are network or other issues
All steps require confirmation before proceeding.

Documentation