Merge Duplicate Patient Profiles

You can merge the two profiles if your clinic has duplicate Patient profiles. Make sure you review the two merged profiles carefully.

Merge From the Dashboard

  1. Go to the Online Booking Registration.
  2. Click on the 3 Dots to the right of the person's name.
  3. Click Merge Profiles.
  4. Follow the Merge steps.

Merge From the Patient Listing Page

  1. Log in.
  2. Click on the Patient icon in the left header.
  3. Click on the Three Dots (right) of the person you want to merge.
  4. Click Merge Profiles.
  5. Follow the Merge steps.

Merge From the Patient Profile Page

  1. Log in.
  2. Click on the Patient's name.
  3. Click on the Three Dots next to the Patient's name.
  4. Click Merge Profiles.
  5. Follow the Merge steps.

Important Note: Once the profiles have been merged, the merge cannot be reversed or undone.

Portal User Accounts for Online Booking

Uploading Files to Patient Profiles

Upload Files into a Patient Profile

Preview Uploaded Files

Duplicating An Assessment

You can merge the two profiles if your clinic has duplicate Patient profiles. Make sure you review the two merged profiles carefully.

Merge From the Dashboard

  1. Go to the Online Booking Registration.
  2. Click on the 3 Dots to the right of the person's name.
  3. Click Merge Profiles.
  4. Follow the Merge steps.

Merge From the Patient Listing Page

  1. Log in.
  2. Click on the Patient icon in the left header.
  3. Click on the Three Dots (right) of the person you want to merge.
  4. Click Merge Profiles.
  5. Follow the Merge steps.

Merge From the Patient Profile Page

  1. Log in.
  2. Click on the Patient's name.
  3. Click on the Three Dots next to the Patient's name.
  4. Click Merge Profiles.
  5. Follow the Merge steps.

Important Note: Once the profiles have been merged, the merge cannot be reversed or undone.

You can merge the two profiles if your clinic has duplicate Patient profiles. Make sure you review the two merged profiles carefully.

Merge From the Dashboard

  1. Go to the Online Booking Registration.
  2. Click on the 3 Dots to the right of the person's name.
  3. Click Merge Profiles.
  4. Follow the Merge steps.

Merge From the Patient Listing Page

  1. Log in.
  2. Click on the Patient icon in the left header.
  3. Click on the Three Dots (right) of the person you want to merge.
  4. Click Merge Profiles.
  5. Follow the Merge steps.

Merge From the Patient Profile Page

  1. Log in.
  2. Click on the Patient's name.
  3. Click on the Three Dots next to the Patient's name.
  4. Click Merge Profiles.
  5. Follow the Merge steps.

Important Note: Once the profiles have been merged, the merge cannot be reversed or undone.

Portal User Accounts for Online Booking

Uploading Files to Patient Profiles

Upload Files into a Patient Profile

Preview Uploaded Files

Duplicating An Assessment

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Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Invoice

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice