Dentrix Ideas

Combine Same Patient with Two Duplicate Accounts

Where duplicate accounts have been created for the same patient, offer a way to combine the two records into one.
  • Guest
  • Jul 9 2019
  • Gathering Feedback
  • Jul 9, 2019

    Admin response

    Your request has been received, thanks
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  • Teri commented
    28 Oct 03:28pm

    You can already do this by Merging Patients. It works great most of the time, but randomly we get a weird balance on the account after the merge, so be aware!

  • Guest commented
    15 May 09:29pm

    After ensuring that they are actually the same patient ,,,, Easiest way to accomplish this is to do a 'Merge Patients'. Make sure all of the listed information is correct. Make sure to record all Dexis file numbers so that they may also be joined together.

  • Kyna Jordan commented
    14 Nov, 2023 05:44pm

    This is very important to be able to merge accounts. Due to old staff not getting the proper information when scheduling a new patient, because of how you have to schedule a new patient. The system should alert you that there is a matching name and dob. Which would then make you search for the patient. If it is not a duplicate patient, then you simply add them. If not then you just create a new patient with all the information needed for a new patient, (NOT WHAT YOUR SOFTWARE ALLOWS) getting Name, DOB, Number, address, email, insurance information.

  • Unknown Unknown commented
    28 Sep, 2023 02:19pm

    When I asked recently I was told that due to "legaliities" you could not do it, but the work around was to print everything (ledger, chart etc) and then delete everything (which you cannot do) and then MANUALLY reenter into the correct patient. Uh, hello that would cause more problems than just being able to merge people together. And if other PMS can do it, so can dentrix.

  • Guest commented
    12 Apr, 2023 07:49pm

    This feature would allow us to get rid of duplicates if we could transfer the information to the correct file and delete the duplicate one. Right now once xrays are taken and progress notes are entered it will not let us delete the duplicate patient. We can merge them together into one file but we have to put a patient alert to let us know which file not to use that is the oldest one.

  • Guest commented
    19 Jan, 2022 04:12pm

    Status?

  • Guest commented
    13 Sep, 2021 07:27pm

    Please... this is a must have, if you have more than one person making appointments for patients.

  • Rose MacDaniels commented
    2 May, 2021 09:25pm

    Our dentist recently purchased another dental office adjacent to us. Technicians merged the Dentrix databases together from the two offices. We now have many many duplicate patient accounts now. Nightmare of posting to the wrong accounts etc. Please consider implementing this need ASAP. Thank you.

  • Guest commented
    29 Dec, 2020 09:20pm

    Looking for a very long time now for this answer. Is there an answer for this yet? This is an issue that should be simple to fix...

  • Simone commented
    17 Dec, 2020 07:10pm

    Has this been added? I need this now!

  • Guest commented
    15 Dec, 2020 03:43pm

    Waiting for this....

  • Guest commented
    8 Oct, 2020 09:53pm

    Is there a status on this?

  • Guest commented
    8 Oct, 2020 03:21pm

    there is a way to do it - edit family relations - it will now go over to the other file and you can delete the inactive one

  • Guest commented
    14 Jul, 2020 02:45pm

    This is a must do!!

  • Guest commented
    2 Jul, 2020 04:18pm

    NEED TO DO THIS!! Can't have multiples!!

  • Guest commented
    15 Apr, 2020 07:33pm

    Please make this easier to do!!! Yes, there are too many non-patient accounts we have and once we need to do it, there are too many steps. Please simplify. Thank you!!

  • Guest commented
    7 Apr, 2020 09:01pm

    WE REALLY NEED TO BE ABLE TO COMBINE DUPLICATE ACCOUNTS TOO.....PLEASE HELP US TO DO THIS .....THANKS

  • Dineen commented
    7 Apr, 2020 03:04pm

    Will I be notified when this request is implemented? As a practice that absorbed other practices in our area we have so many duplicates, even triplicates. This would be a huge help for me.

  • Guest commented
    7 Feb, 2020 04:28pm

    This is a HUGE issue, especially for multi-provider practices. Many patients, are hesitant to give SSN these days. Dentrix needs to figure out a way to run validation on other fields like name + birthday to alert of potential duplicate family files. And the fact that there's no way to merge/resolve duplicates in Dentrix G6/7 is very disappointing.

  • Guest commented
    30 Jan, 2020 07:14pm

    Please add this feature! Dentrix! It's now January 2020. Please address this!

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