VERY IMPORTANT: Most of the documentation from both charts will be present in the merged chart. However, there are certain sections of the chart that will only be retained from the chart being merged to. These sections include:

• Demographics
• Insurance
• Custom Demographics
• Vital Signs
• Optional: Summaries can be merged if desired (only in 2012.0.3061+; in versions prior to this the Summaries will not merge)
• Health Maintenance
• Memo
• Clinical Suite customers: Financial Data/Claims/Statements

These sections will not be saved from the "Merge From" chart. Before the user begins, look carefully at each of these sections. Copy data from the "Merge From" chart to the "Merge To" charge, to make sure that the "To" chart has all the data needed in those sections.

In 2012.0.3061+ the Summaries from the "Merge From" and "Merge To" chart can be combined. In versions prior to 2012.0.3061, the Summaries will not merge therefore data must be copied to the "To" chart prior to performing a merge.

It is not possible to un-merge two charts, therefore it is recommended that the use of this feature be limited in security, to one person, or a small number of experienced staff. It is recommended that, prior to merging patient charts, the user back up the database.

Go to the Chart menu, then click Merger.

1. On the Merge From line, click the Select button.
2. Select the chart that you wish to merge from.
3. Click the Select button.

*Note: several sections of the Merge From chart will be lost; please see the Chart Merger Warning step above for details.  Ensure that all data has been transferred to the Merge To chart before completing the merge.

1. On the Merge To line, click the Select button.
2. Select the chart that you wish to merge to.
3. Click the Select button.

If you wish to combine the Summary from the "Merge From" chart into the "Merge To" chart, check the box next to Combine Summaries.

Prior to merging the charts, ensure that both of the charts you are attempting to merge are closed and do not contain locked documents. After verifying this, click the "Merge" button to merge the charts.

The user will be presented with a Merge Warning if you are attempting to merge a charge that is currently in use. If one of the charts is open by another user or if the chart contains a locked document, the merging process cannot be completed.  

Once both charts have been closed and are unlocked, please reattempt the merge process.

As the merge process completes, a progress bar will be displayed.  The "Merge successful" message will display once the merging of the charts has been completed.