• If you find that you have the same patient set up more than once on the system and you wish to merge the PMRs together you can use the Merge function in Edit (F3) to complete this.

N.B. Please note that merging is NOT REVERSIBLE. TouchStore cannot undo the merging of patient records once it has been completed

How to Merge

• Navigate to the Patient's PMR of the patient you wish to overwrite

• Click Edit (F3) or press (KEYBOARD: F3)

• At the bottom of the Patient Maintenance click Merge

• You will now be shown the Merge Patient screen:

• The top half of this screen will show you the current patient who will be *overwritten by the merge process

• Next you will need to search for the patient whose details you wish to keep

• Click Search or press (KEYBOARD: ALT+S) at the bottom of the screen and search for the patient record you wish to keep

N.B. If both files are too similar to tell apart we would recommend changing the names on them to mark them in a way that lets you tell them apart

• Once you have selected the patient you wish to keep, click Merge or press (KEYBOARD: ALT + M)

• The system will then show you an EXTREMELY important notification

• This notification will show you your two chosen patient record and their IDs

• Please ensure that they have two different IDs so that you know you are merging two different patient record

• Once you are happy to proceed with the merging process click Merge or press (KEYBOARD: ALT + M)

• Click Yes to the Are you sure? Pop up.

• You will then get a pop-up to let you know that the process is now complete.

Please Note: Once the process is completed you will see that the patients have merged but the schemes have also merged so you will need to delete a particular scheme if it is showing up more than once. See below:

• If you see a duplicated scheme then highlight any one of the duplicates and click Delete Scheme.

N.B. leaving duplicate schemes present on a patient's PMR will cause future issues with Claiming and Searching so please ensure to remove duplicates before moving off the patient's PMR!