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Merge Area AccountsDate of Tech Note: 28 July 1999 DescriptionWhen you determine that there are two address book records for the same person that should not be there you should always use the Merge Address Book method of getting rid of one. You should not delete an address book record. DetailAs I promised I would create a method for you to merge address book records for duplicate doctors or agencies easily. This method will update the all the related records so that they will all be properly linked to the address book record. So as we talked about earlier, do not delete duplicate address book records. Use this new merging function to get rid of the duplicate records. The instructions for handling duplicate address book records is quickly shown here: 1. From the File menu select Administration. 2. Click on the Merge Address.
3. Click on the Find button to search for the records you want to merge.
4. In the Quick search dialog enter the information to use for the search. There will need to be something in common about the records you want to merge.
5. The address book records that have been found will be displayed in the scrolling area. Click once on the record you want to merge all of the other address book records into. Once you have highlighted the address book record you want to merge the records into, click on the Select Main button. This will move that address book record to the area at the bottom.
6. Note that the information from the address book record you want to merge into is shown at the bottom. There is a checkbox that permits you to tell MediFile if you want it to update the Patient’s Billing Agency information. In most cases you will not need to do this. Since the search for this information is slow, we have provided you with an opportunity to not do this. Therefore we recommend that you leave this unchecked. Now click on the Merge button. Doing this will bring up an Alert.
7. This Alert is to provide you with an opportunity to go back and remove address book records from the scolling list. If you want to merge all the address book records in the scrolling list click on the OK button.
8. MediFile will now find all the records that need changing and change them. It will then delete all the duplicate Address Book records. MediFile will display the progress of its work.
9. Once MediFile is done it will display one of two alerts. If everything was moved the alert shown below will be shown. If there were problems MediFile will display an alert showing you what the problems were.
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