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    ezyVet

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      Getting started

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      Clients

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      Patients

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        Getting started

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        Find patient information

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        Demeanor statuses

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        Patient resuscitation

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        Send and receive patient information

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        Equine patients

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        Wellness plan memberships

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        Configure patient records and related information

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        Patient record maintenance

        • Change the owner of a patient

        • Video: Change the owner of a patient

        • Merge a patient record

        • Remove duplicated patient records

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        Species configuration

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        Breed configuration

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        Troubleshooting for patients

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      Glossary

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    Pilot features

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Patient record maintenance

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Merge a patient record

If your ezyVet site has two patient records that have the same function, a practice manager can merge one with the other.

Make sure that the Owner box of the two patient records has the same client contact record.
To merge the patient records, do this procedure.
  1. Select Patients.
    The Patients tab
    The left sidebar shows the patient records of your site.
  2. Find and select the patient record that you want to keep.
    ezyVet shows the settings of the patient record.
  3. Select Merge.
    The Merge tab
  4. Use the box to select the patient record to merge with the patient record that you want to keep.
    The box to select the patient record
  5. Select Merge.
    The Merge button
    ezyVet shows a warning message:
    A warning message
  6. Select OK.
    ezyVet shows a confirmation message:
    A confirmation message
ezyVet merges the patient record. And ezyVet shows which patient record you merged in the Records Previously Merged into this Record section:
The Records Previously Merged into this Record section
Parent topic: Patient record maintenance
Related concepts
  • Video: Change the owner of a patient
Related tasks
  • Change the owner of a patient
  • Remove duplicated patient records
Concepts
  • About record merge

Procedure
ezyVet
Practice manager

Last updated: November 20, 2024

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Related Articles:

  • About record merge
  • Patient record maintenance
  • Change the owner of a patient
  • Video: Change the owner of a patient
  • Remove duplicated patient records

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