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.
-
I am jumping in on this thread as we are running into similar issues. I have several clients with duplicate profiles but am unable to merge them with the merge option. We are worried about deleting one profile for fear of losing some items. Additionally, we don't know how to copy over certain.
-
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,
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.
-
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.
-
Please answer how do I copy over the forms they have filled out. I have a client I saw for private pay in 2018 and they reproached me in 2020 with insurance and I didn't recognize that this person was a previous client. How can I bring over the forms she filled out in one file or the other? (Intake, GAD, PHQ9, etc) I have not seen her yet in 2020 but I don't want her to have to redo the intake forms as she is someone that does not have access to internet unless she drives to town and uses a hot spot.
-
I have the same question as Jennifer i. All the assessments and diagnosis & treatment plan are in one file and the progress note for the initial evaluation is on the other one. I can't figure out how to move that note to the correct file. It causes problems in scheduling because the client has insurance, I think I'm scheduling through the client list that shows his insurance but it comes up self-pay. I opened up a file for him to do a 30-minute consult and didn't require him to fill in all of the information since I didn't know if he was going to proceed or not.
-
Hi everyone,
We love feedback and ideas for ways to advance the platform, and if you have a moment I encourage you to vote and add your comment to the Merge duplicate clients idea which has been added to our Ideas and Suggestions board. When you vote or comment on this item, you'll automatically receive our status updates about this feature.
Posting and commenting on our Ideas & Suggestions Board means that members of our Product Team, as well as all members of our Community, have transparent access to review your suggestion. This board is one of our most important resources for understanding which features will have the most value for our community.
If you're curious, here's more information about how a customer idea can become a SimplePractice feature: Customer feedback: How a customer idea can become a feature in SimplePractice.
If you're encountering any specific issues with your client list, I encourage you to reach out to us directly from your account through the blue question mark > Get Help option on the lower right of your SimplePractice account.
-
Experiencing the same issue as Jessica, Allison and Monica. I could copy the information over, sure. However, an appointment is already attached to the duplicate. I don't want to delete it because perhaps the claim will disappear as it was attached to that particular account. What is the solution?
-
Same issues here. I feel like SP tried to put a merge feature in place but it never works. I have a client with 3 profiles and all have pertinent info that I do not want to loose and if I could merge all 3 profiles I would have a full view of clients, notes, history and billing which is currently spread across the 3 profiles. I follow directions to merge the profiles (Manage, merge with duplicate) and then attempt to check the boxes of for each profile. After selecting the first I get an error message "A Client cannot be merged with another Client. Please select a Contact." But this is what we need, we need to be able to merge Clients. They have the same name, DOB and email address and even if that was clear enough I'm certain they're duplicates! That should be enough!
-
THIS IS ABSURD - I echo every comment above, dating back THREE YEARS, and we STILL can't merge two client files and have to manually copy over notes and billing? It's actually impossible to copy all the billing documents, and a huge hassle for group practice. SP , we pay your prices for a reason , and find this unacceptable customer service.
-
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....
Please sign in to leave a comment.
Comments
28 comments