VERY IMPORTANT:  Most of the documentation from both charts will be present in the merged chart. However, the Demographics, Insurance, & Custom Demographics, Vital Signs and Summary sections will only be retained in the chart being merged To.  The Demographics,  Insurance & Custom Demographics, Vital Signs, and Summary of the chart merged From  will not be saved.  Before you begin, look carefully at the Demographics, Insurance, & Custom Demographics, Vital Signs, and Summary sections. Copy data from one chart to the other if necessary, to make sure that one of the charts has all the data you need in those sections. It is recommended that the use of this feature be limited, in security, to one person, or a small number of experienced staff.

Note that a backup of your SOAPware data is recommended prior to merging patient charts.

The Chart Merger is a tool that allows you to merge two patient charts. You do this by selecting a chart to merge from and a chart to merge to.

The Demographics and Summary of the chart selected to merge to will be retained, and the documentation from both charts will be present in the merged chart. Note that a backup of your SOAPware data is recommended prior to merging patient charts.

This is a feature that you will need to want to restrict access to just one or two people in the clinic. You cannot un-merge charts.

To use the Chart Merger, open it by selecting "Merger" from the Chart menu.

The Merge Charts dialog box will open, allowing you to select the chart to Merge From and the chart to Merge To.

First, select the chart you wish to Merge From. To do this, click the "Select" button that corresponds to the Merge From field. This will open the Merge From dialog box, which will allow you to select a patient chart by either typing information into the Search field, or by clicking on a letter and selecting the chart. Once you have selected the chart to merge from, click "Select" at the bottom of the window.

Then, you will need to select the chart you wish to Merge To. This will open the Merge To dialog box, which will allow you to select a patient chart by either typing information into the Search field, or by clicking on a letter and selecting the chart. Once you have selected the chart to merge to, click "Select" at the bottom of the window.

In the Merge Charts dialog box, the charts you have selected will be displayed in the Merge From and Merge To fields. Click "Merge" to merge the charts. It is recommended that you check the chart that was selected in the Merge To field to ensure a complete and accurate merge.