How To: Merge Clients In NOAH
A user needs to merge duplicate patient records in NOAH into a single patient profile.
Step 1: Import Both Patient Records
Ensure that both patient records/files are imported into NOAH and visible in the patient list.
Step 2: Select the Patients to Merge
- Highlight the first patient record.
- Hold Ctrl + Shift and select the second patient record.
- Once both records are selected, the Merge function will become available in the upper-left corner of the NOAH window.
Step 3: Perform the Merge
- Click Merge.
- NOAH will display a merge dialog.
- Review the information and choose:
- Which patient record will be retained as the primary record.
- Which information should be merged into the retained record.
Step 4: Confirm the Merge
Complete the merge process by following the prompts displayed in NOAH.
Expected Result
The selected patient records will be combined into a single patient profile, retaining the information chosen during the merge process.