Duplicate clients
Answered

Is it possible to merge two client accounts? Due to some confusion and a failed attempt at cleanup, currently appointments and invoices are under one account and payments the other.

10 comments

  • 0
    Comment actions Permalink
    Avatar
    Cristina Minchala

    I'd like to know this as well.  I accidentally created a profile for a client but forgot so I entered a second one by mistake. I'm scared to delete one profile because they have the same name and don't want to delete both profiles. 

    I'd like to know this as well.  I accidentally created a profile for a client but forgot so I entered a second one by mistake. I'm scared to delete one profile because they have the same name and don't want to delete both profiles. 

  • 0
    Comment actions Permalink
    Avatar
    Tracy Kristoff

    Did anyone receive and answer to this question? 

    Did anyone receive and answer to this question? 

  • 0
    Comment actions Permalink
    Avatar
    Donna Morris

    No, never received an answer. We got the billing cleaned up, but there are notes and billing on both accounts so we can’t just delete one. Marked one of the accounts inactive to avoid any future problems.

    No, never received an answer. We got the billing cleaned up, but there are notes and billing on both accounts so we can’t just delete one. Marked one of the accounts inactive to avoid any future problems.

  • 0
    Comment actions Permalink
    Avatar
    Gillian

    Hi all, happy to clarify, and apologies for our delayed response - we're working through a high volume of requests due to COVID-19. 

    To address a duplicate client, simply copy over any relevant information to the more complete profile from the less complete profile. Then, delete the less complete profile. When you enter the client's name, this is simply a failsafe to ensure you're deleting the correct client - only the record you're currently viewing will be deleted. 

    Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help.

    Hi all, happy to clarify, and apologies for our delayed response - we're working through a high volume of requests due to COVID-19. 

    To address a duplicate client, simply copy over any relevant information to the more complete profile from the less complete profile. Then, delete the less complete profile. When you enter the client's name, this is simply a failsafe to ensure you're deleting the correct client - only the record you're currently viewing will be deleted. 

    Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help.

  • 0
    Comment actions Permalink
    Avatar
    Terese Thompson

    Hello~ I have created a duplicate file and the platform will not let me delete one of the files. Please help. Both files are empty right now but one needs to be deleted. I enter the client's name and the button to delete client file will not working. It will not let me press the button to delete the file....

    Hello~ I have created a duplicate file and the platform will not let me delete one of the files. Please help. Both files are empty right now but one needs to be deleted. I enter the client's name and the button to delete client file will not working. It will not let me press the button to delete the file....

  • 0
    Comment actions Permalink
    Avatar
    Gillian

    Hi Therese, make sure you're entering the client's name exactly as it's entered in SimplePractice, including spacing and capitalization. Let me know if that resolves this issue for you.

    Hi Therese, make sure you're entering the client's name exactly as it's entered in SimplePractice, including spacing and capitalization. Let me know if that resolves this issue for you.

  • 0
    Comment actions Permalink
    Avatar
    Jennifer Ingram

    Is there no way to actually merge the files? I have managed to write one progress note in each file for a particular client. Can I actually go back in time and create progress notes? 

    Is there no way to actually merge the files? I have managed to write one progress note in each file for a particular client. Can I actually go back in time and create progress notes? 

  • 0
    Comment actions Permalink
    Avatar
    Stan Tatkin

    Hi,

    I'm finding the following notice overwhelming:

    Simplify your Clients & Contacts list by managing profiles. Find out more

    • Show 417 potential duplicate Clients & Contacts

    How do we deal with such a long list of possible duplicate contacts? Going one by one is incredibly daunting.

    Hi,

    I'm finding the following notice overwhelming:

    Simplify your Clients & Contacts list by managing profiles. Find out more

    • Show 417 potential duplicate Clients & Contacts

    How do we deal with such a long list of possible duplicate contacts? Going one by one is incredibly daunting.

  • 0
    Comment actions Permalink
    Avatar
    Teresa Johnson

    Stan, I felt similarly and wish the software had a solution for this. Since spending time manually merging all of them and getting to zero, I see that each time I schedule with a couple, I have more records to merge. This seems like an issue for therapists who work with couples since they list their partners as their emergency contacts.

    Stan, I felt similarly and wish the software had a solution for this. Since spending time manually merging all of them and getting to zero, I see that each time I schedule with a couple, I have more records to merge. This seems like an issue for therapists who work with couples since they list their partners as their emergency contacts.

  • 0
    Comment actions Permalink
    Avatar
    Stan Tatkin

    Teresa,

    Yes. Though I love SP, it has created a ton of work for me as a couple therapist. 

    Teresa,

    Yes. Though I love SP, it has created a ton of work for me as a couple therapist.