Patient Account Merge

Patient Account Merge

Users sometimes enter a patient in the LIS who already exists. This usually happens when they skip the patient search and create a new patient instead. When you detect a duplicate patient, you can use the patient account merge tool to eliminate it while keeping all records—such as results, requisitions, and billing transactions—associated with the remaining patient account.

📘 Instructions

  1. Click on Master Files from the main menu
  2. Click on Patients
  3. When the form opens, perform search and Select the Patient from the grid
  4. Click on the More Options dropdown and Select Account Merge
  5. When the Account Merge form opens, click on Select Duplicate Patient
  6. Search and select the patient that you would like to eliminate
  7. Click on the Transfer button
  8. All records from the duplicate patient will be transfer to the original patient that will remain active



💡 Note that you can also access this feature by opening Tools/Account Merge








    • Related Articles

    • Patient Master File

      The Patients form will allow the user to add new patients or edit existing patients. Fill out the required fields marked with an asterisk. If you are able to fill out the non-required fields, that information could be useful in the future. Select the ...

    • Patients > Update Patient Info Extended

      The update patient info extended advanced button will allow the LIS user to update the patient's information to multiple orders, requisitions and standing orders at the same time for specific period of time, this feature will save time since the user ...

    • Add, Search or Edit Patient

      The Master Files forms have three modes: New: add new record Search: allows to search for specific records, available search field will remain active and the rest of the field will become inactive View/Edit: by selecting a record from the grid the ...

    • Pathology - Templates

      Pathology - Templates (rich text, smart fields, and auto‑population) Use the Pathology Templates form to create and manage reusable report templates for observation tabs (e.g., Gross, Microscopic, Diagnosis, Synoptic, Comments). Templates leverage ...

    • Label Setup - Rules to Apply Label Formats

      Label Setup - rules to apply label formats by test, specimen, and workflow After you create label formats in the Label Format Designer, use Label Setup to define rules that apply the right format, at the right time, on the right printer-based on test ...