If there are duplicate patient records for the same patient, you can merge these patient records together. The patient merging process should be started from the secondary record you want to be merged into the primary record.

Please note that not all users may have this functionality as your Trust or Organisation will choose who should have the ability to do this e.g. just MHAA, or AMHPs. Please contact your MHA Office or your team lead if you have any questions regarding this.

1. Go to the secondary patient's page and click 'ACTION' on the patient banner at the top right of the page.
   
2. Click 'MERGE PATIENT'. You will be shown a warning banner explaining how this record will be merged into the primary patient.
   
3. From the dropdown, select the reason you will be merging the patients.
   
4. Input the details of the primary record you will be merging this secondary record into (you will only need the patient's surname).
   
5. Select the patient and click 'MERGE'. Review the details and click 'CONFIRM'.
   

What happens to form once you have merged patients?

Draft forms:

• The patient information for draft forms will update automatically to reflect the new patient.

Signed forms:

• Patient information will not be updated on any signed forms or form part.

 

How to undo a merge

You have 30 days to undo the merge. All forms for the secondary patient will be restored back to the secondary patient record.

Any new forms created for the primary patient can be restored back to the primary or secondary record. You can pick the forms you want to restore when you undo the merge. 

1. Click ‘ACTION‘ on the patient banner.
   
2. Click ‘Unmerge Patient