What is this? | Why is it Important? |
| With Leads and Patients, you can merge two or more records that are the same person. Duplicate records can be created for a variety of reasons, including when a patient is scheduled via Calendly in CareTrax before they register (or are otherwise already in the system). Duplication can also occur from manually creating a record when one already exists. | Duplicate records are not common, but they can occur. This feature of CareTrax saves you time by (1) Finding potential duplicates and (2) allowing you to Merge duplicates while saving all the history, data and related documents. |
Step | Description | Screenshots |
| 1 Merging Duplicates and Viewing | To search criteria such as name or phone number or email address, go to the patient module in Caretrax. Go to the upper right of your screen and choose the 3 dots icon, find and merge tool will drop down. Select. | |
| 2 Choose which criteria fields to search | Choose name or email or phone number depending on how you would like to search and hit search. | |
| 3 select those fields you wish to merge | Check the boxes on the left to select the records you wish to merge and hit the blue next button. | |
| 4 View Master and both records | Caretrax automatically chooses which record has the most data and creates that as the master and displays both records for you to choose which fields you may want to modify. If you don't just hit the blue merge button on the lower right of your screen. Caretrax gives a warning that once the merge is done it cannot be undone. Confirm and Caretrax merges the duplicates into one record. | |
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