We will go over the process of merging a patient's case types.
Sometimes an additional case type may be created inadvertently, or an extra case type can result from merging two patients. For instance, if you initially entered a patient named John Smith without a birthdate, and later John Smith provided new intake forms with their birthdate, this could result in the creation of a duplicate John Smith entry. Each John Smith entry automatically generates a default case type called "Primary", so when you merge the two John Smith entries, you end up with two case types named "Primary". This scenario can potentially lead to incomplete information being stored in each case type. To avoid any confusion, let's walk through the process of merging these entries.
First, proceed to the patient profile and locate the "Profile" tab. From there, select the settings option.
Once you have selected the settings option, proceed to scroll to the bottom of the page where you will find the "Migrate Patient Resources" section. In the "Target Patient" drop-down menu, choose the patient's name. Then, select the duplicate case type name from the "Patient Case" drop-down menu, which in this scenario would be "Primary Case". Next, choose "All Resources" from the "Resource Type" drop-down menu. Double-check all your selections before clicking the submit button to save the changes.
Once all the information has been merged into a single case type, you can proceed to delete the empty duplicate case type. Ensure that the case type you have selected is empty by checking the appointments tab, billing tab, etc. Once confirmed, proceed to select "Edit Primary Case" from the case types drop-down menu.
Once in the edit case screen scroll down to find the delete option. Upon deletion, the patient will be left with a single "Primary Case" containing all the necessary information.
