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Merge 2 Clients

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Margaret Mullenix

We have 2 client profiles for the same client and need to merge them. The clinician had created the original profile, and then her mom logged into the portal as her contact and created a new profile for their child. The original profile has Visit Notes and she doesn't want to lose that, plus insurance has been billed so there are claims associated with the first profile.

Please help us to merge the 2 profiles.

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Comments

19 comments

Date Votes
  • Marley's Mission Incorporated

    I would like to know how to do this as well. 

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  • Ati Zaimova

    Similar issue here. There is a merge option only for contacts.
    For client's profiles not available... yet.

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  • Iliana Cruz

    As much money as we pay this platform is missing some very valuable features.

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  • Celeste Ryan

    need the same information.

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  • Kimberly Winkel

    You mean to tell me no one answered this question?  

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  • Shira Goldberg

    New to the platform and having the same issue.

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  • Patrice Green

    Agree with comments, I have the same question.

     

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  • Penny Simmons

    I have the same question. 

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  • Roseann Schultz

    I am also having this same issue. You can merge contacts but not clients. Why?

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  • Christine Swingle

    Me too! Somehow client has two active accounts and I need to merge them. Also is there any way that when creating an individual account from a couples profile, ALL the insurance information and other info can transfer with it?  Different parts of same merging/unmerging issue. 

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  • Christopher Patton

    I would like to know this as well as the system apparently has the capability to create duplicate clients on the client's end.

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  • Sierra Swing

    Has there been a solution to this problem? I also have a duplicate client in my system and I need to merge them - any way to do this? 

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  • Theodosia Swain

    I transferred all my forms etc from the unwanted profile then just deleted it. It was a pain.

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  • Shelby Czarnick

    Ati above said its not an option to merge ... yet. it looks like it is on their to do list.

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  • Shelby Czarnick

    FYI. I just got a notification in my simple practice about having possible duplicate people and it even had awesome options with making it individual client, merge, etc

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  • Patrice Green

    SP is making it easy to switch platforms. The lack of responsiveness and practical solutions, etc., makes it easy to leave SP when a more intuitive and clinical practice centered program becomes available. SP ONLY SEEMS TO BE INTERESTED IN COLLECTING MONEY.

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  • Kristie Fuller

    THis is an issue for me as well.  I have clients self-schedule, and i had a returning client create a whole new profile for herself because she forgot she had client portal access still. Similarly, i had a person book a consult a year ago, no-show, so i archived them, then this year, they booked a new consult- new profile.  I would like to put it ALL together into one merged client. This is ridiculous that we can only merge contacts and not actual clients.

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  • Jessica Cavalli

    How do I merge identical entries for the same client?

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  • Kimberly Smith

    Why hasn't this been answered?  The SP answer indicated that I could merge clients however when I attempt to merge, I get the above notification. UGH

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