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How to Find and Merge Duplicate Patients

If two charts were accidentally created for the same patient and you would like to merge them as one chart this article will show you how.

Miranda Moquist avatar
Written by Miranda Moquist
Updated this week
  1. Login to your account at Xchart.com

  2. Navigate to the "patients" tab towards the upper left corner of your screen.

  3. Select "search for duplicates"

  4. This will bring up a list of duplicate patients it found in the system.

  5. Follow the instructions at the bottom of that screen.

  6. Select Merge

  7. It'll show a pop up warning to make sure you want to do this, to proceed select "Yes, merge these two patients"

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