Check for Duplicate Patients

This action is used to verify that the patient is not already entered into the system. The system will find other patients with the same SSN or patients with the same last name and date of birth.

You can run the Patient Duplicates Report within the report viewer to find all patients that have a duplicate record. 

Follow the steps below to check for duplicate patients. 

  1. Select Patient > Patient.

  2. Use the Search field to search through your patients.

    Place a check in the “Include inactive patients” box to include inactive patients in your search results.

  3. Select the Patient.

  4. Click the More button found at the top of the page.

  5. Select Check for Duplicate Patients.

  6. A Duplicate Patients window will open showing any possible duplicate patients.

  7. Place a check in the box next to a patient and click Open Patient.

  8. Optional: If needed use the Merge button to combine the duplicate patients and reference the Merge Patients Help Article to learn more.