CLINIC HQ

16.2.1. Merging Clients

Merge Clients

This tool allows you to merge one or multiple clients into one client record. You can merge any combination of public and volume clients into one record.

Client Merge Restrictions

  • Cannot merge a client if they have a vaulted credit card. If you need to merge a client with a vaulted card, you must mark that profile as the original. If it is not the original, edit the client’s profile and delete the card.
  • Cannot merge a Volume Clients if they have a Portal.
  • Cannot merge a client if there is a Client Tag on the profile. Remove the tag then merge. Reapply the tag to the final profile after the merge.
  • Cannot merge a client if there are Client Documents attached to the profile. From the profile you wish to merge, Download the attachment(s) and delete them from the profile. Then upload them to the profile you wish to keep.

How to Merge Clients

1. Navigate to Clients > Merge Clients
2. Let’s say you want to merge multiple public clients into one, but the names are slightly off. You can type in a partial name here and click Search. The results will bring up any public client name that matches the characters.

Searching with fewer characters pulls more results

3. Look for the most recent record and the list of animals in the Animals column to see which record has the most animals. Click the Add button to select records to merge.
4. The records are added to a new section at the bottom. This list shows clients that are to be merged. All records will be transferred to the client and marked as the original.
Ensure the record to keep is marked as the original.

5. Once you have it set up the way you want, click the Merge button.
6. A consent pop-up box will be presented which requires the user to tick a box indicating that they understand that the procedure cannot be undone. Tick the tick box and click the Merge Records button.
Merging cannot be undone, so the user must acknowledge

7. The user who merged the information is indicated in the Audit Log, it tells you what time the merge was completed and gives you the names of the clients that were merged. This is all the information that’s available in the system anywhere about this procedure.
The Audit Log shows the user, when, and what was merged