You can easily merge two patients into one account in Instinct. This is helpful if a duplicate patient account has accidentally been created.
At the top of the Patient Registration screen, you’ll see a “Merge Patients” button.
Navigate to Business Office > Patient Registration
At the top of the page, you’ll see a Merge Patients button. Once clicked, you’ll be able to select both patient accounts and then merge them together
Click Merge Patients and you’re all set!
If needed, once the patients are merged you can reopen the visit to continue using the treatment sheet and invoice.
🚨 A patient merge is permanent and cannot be reversed. Always confirm that the merge is occurring in the correct sequence. Patient A will no longer exist in Instinct and all patient data (except for invoices or payments) will now be under Patient B.