Merging Duplicate Patient Profiles

If your clinic has duplicate Patient profiles, you can merge two profiles. Make sure you review the two merged profiles carefully before merging them.

Merging 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.

Merging 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.

Merging 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: The merge cannot be reversed or undone once the profiles have been merged.

Turning Reminders Off when Booking Patients

Portal User Accounts for Online Booking

Upload Files into a Patient Profile

Previewing Uploaded Files

Duplicating An Assessment

If your clinic has duplicate Patient profiles, you can merge two profiles. Make sure you review the two merged profiles carefully before merging them.

Merging 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.

Merging 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.

Merging 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: The merge cannot be reversed or undone once the profiles have been merged.

If your clinic has duplicate Patient profiles, you can merge two profiles. Make sure you review the two merged profiles carefully before merging them.

Merging 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.

Merging 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.

Merging 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: The merge cannot be reversed or undone once the profiles have been merged.

Turning Reminders Off when Booking Patients

Portal User Accounts for Online Booking

Upload Files into a Patient Profile

Previewing 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