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Merging Clients
Merging Clients
Angel Horowitz avatar
Written by Angel Horowitz
Updated over 5 months ago

To merge one client's profile into another:

  1. Navigate to the profile of the client that is to be merged

  2. Click on "merge client"

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  4. Select the client into whose profile the current client should be merged

  5. Select whether to keep the merged client's reminders after that client is merged

  6. Click "merge"

Once merged, the merged client's information cannot be recovered. Please be absolutely sure you are merging the correct profiles. There is a 250.00/hr fee for any unmerge requests made to the tech support.

You might want to delete a client profile instead of deleting it. Please see Deleting Patients and Clients for more info.

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