Merging Resident Profiles
The merge resident wizard allows you to merge two profiles for the same resident together. This is useful when you have a manual profile that you need to merge with a pharmacy profile.
Note: Once a merge has been completed, it is impossible to perform an unmerge. Please perform the below steps diligently! :)
- From the Home Screen, click Residents/Orders
- Select one of the resident profile that you wish to merge
- Click on the Profile tab
- Click on Merge... this action will open the Merge Resident Wizard
- Step 1, Select the other profile belonging to the same resident
- Click Next
- Step 2, Select the resident profile with the Pharmacy ID
- Click Next
- Step 3, You can DC Manual Orders, but we recommend you leave them so that they can be merged later
- Click Next
- Click Finish
Note: During Step 1 you may not see the other profile if there is a difference in name. It is recommended that you make both profiles as similar as possible before attempting to perform a merge.
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