How to merge patients (if your eMHA is not integrated with your local EPR)

This help guide is relevant if your version of eMHA is not integrated with your local EPR

Not all users will have the ability to merge patient records, this is decided by each Organisation e.g. just MHA administrators, or AMHPs. Please contact your MHA Office or your team lead if you have any questions about merging a patient and you are not able to do so.

If there are duplicate patient records for the same patient and you have the functionality enabled, 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.

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 record.
   
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 if you are happy click 'CONFIRM'.
   

What happens to forms once you have merged patients?

Draft forms:

• The patient information for draft forms will update automatically to reflect the primary patient record where the information is different to the secondary record it was merged from.

Signed forms:

• Patient information will not be updated on any signed forms or form parts, as these are a legal record of that point in time.

 

How to undo a merge

You have 30 days to undo a merge if required. 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 to restore to each record. 

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

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