We are currently updating the OP Help Center content for the release of OP 14.19 or "OP 19". OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Merging Duplicate Patient Charts

Version 14.19

In the event that a patient is registered twice in OP and has two charts, users that have the assigned permission (the permission is AA_SystemAdmin_mi, which can be added from the Admin tab > Security Administration button) can merge the charts after deciding which chart contains the most valuable information.  Follow these steps to complete the merge:

  1. Review the two charts to decide which patient # will be active and which patient # will be merged.
  2. Make sure both patient #s are set to Active status.
  3. Access the Patient Chart button > Basic Information for the chart that will be marked as Merged.
  4. Click the Merge button.
  5. Review the following confirmation window: 

  1. Select Yes to confirm you are ready to merge.  Then, acknowledge the merge is complete.
  2. Once the Merge is complete:
  • The status of the merged Patient Chart will be changed to Merged.
  • XXX will appear in front of the patient's name.

The merged patient will no longer appear when searching for active patients in the Patient Directory.

If a merge was done in error, use the Unmerge button.
Version 14.10

In the event that a patient is registered twice in OP and has two charts, users that have the assigned permission (the permission is AA_SystemAdmin_mi, which can be added from the System Admin security group) can merge the charts after deciding which chart contains the most valuable information.  Follow these steps to complete the merge:

  1. Review the two charts to decide which patient # will be active and which patient # will be merged.
  2. Make sure both patient #s are set to Active status.
  3. Access the Patient Register that will be marked as Merged.
  4. Click the Merge button.
  5. Review the following confirmation window: 

  1. Select Yes to confirm you are ready to merge.  Then, acknowledge the merge is complete.
  2. Once the Merge is complete:
  • The status of the merged account in the Patient Register will be changed to Merged.
  • XXX will appear in front of the patient's name

The merged patient will no longer appear when searching for active patients in the Patient Directory.

If a merge was done in error, use the Unmerge button.