Overview
The Merge Clients feature allows clinics to combine duplicate client profiles into one centralized profile.
This workflow is useful when:
• Duplicate client profiles were created accidentally
• Multiple records exist for the same client
• Clinics need to consolidate documentation and appointment history
Steps to Merge Clients
Open the Clients module
Click the Settings Icon
Select Merge Clients
Search and select the duplicate client profiles
Confirm the merge process
Save the merged profile
Important Notes
• Review both profiles carefully before merging
• Merging combines timeline activity, appointments, and documentation
• Merged workflows cannot always be reversed easily
Best Practices
• Verify client identity before merging
• Review billing and appointment history carefully
• Merge duplicate profiles as soon as possible to reduce workflow confusion