Streamlining Patient Profile Merging in Loom
Search for Patient's Name
Initiate the process by searching for the patient's name in the system.
Select Profiles to Merge
Check the box next to each duplicate profile that needs merging.
Initiate Merge Process
Click on the action button within the system.
Choose the "merge patients" option from the available actions.
Verify Email Address
Ensure that the email address of the profile where the information will be consolidated is correct.
Adjust Email Addresses (if needed)
If the email address is incorrect, use the "swap" button to correct it before proceeding.
Finalize the Merge
Once all profiles are in order, click on the "merge patient" button to consolidate the information.