Merging Duplicate Accounts

This details how to combine duplicate accounts in Merge RIS and MDM. This process is irreversible. Be sure to take caution before completing!

1. Identify the duplicate accounts. Confirm the Name and DOB are the same to ensure it is the same person.
   • The "Winning Account" will be the account with the most patient history. Typically, this account has a smaller jacket number.
   • The "Account to be Deleted" will be the newer account and will typically have a larger jacket number.
2. Using the Patient File tab, open the account that will be DELETED.
   
3. Click the Merge button at the bottom the window, this will open a new window.
   
   
4. Search for and select the "Winning Account", then click Next
   
5. Verify the "Account to be Deleted" is displayed on the left side, and the "Winning Account" is on the right side.
   
6. If the demographics are not the same, we need to update the "Winning Account" with the most recent demographic information. Double-click in the "Winning Account" jacket number and the Patient Files: Demographics window will open. Update the necessary information and then click Complete.
   
7. When ready to finalize the merge, click Complete.
   
8. A warning box will appear, advising that this process cannot be undone. Click OK. When this is completed, the accounts will automatically merge in MDM as well.
   
9. Respond to the sender, advising the duplicate accounts have been merged. Log on the Admin Tracker under Duplicates.
   

EDITED: 05/12/2023