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Merge Dual Accounts

Merge Dual Accounts

I am looking for a function to be added to the WinOMS software where you will be able to merge dual accounts. It happens all to often that a patient will say they are new to the practice only because they have not been to us in years and now all of a sudden there are two accounts. I have read what you suggest and yes it maybe helpful but is not a solution to the problem because you still have to go to both accounts to see information. If there was capability of just merging the two this wouldn't be an issue and all documents, ledger notes, entries, etc... would all be on one account and not having to flip between the two. 

Canine III

I would like a solution to this too!

Canine II
Did you ever receive any feedback on this issue?
Canine III

This has been requested for years.  I hope they will consider this.  My work around is.  I export all the attachment and images then alert that account do not use duplicate account  then import the information to account two and alert that account to use this account patient has 2 accounts 

Canine II

I have not heard anything on this and it is very frustrating. I am about to try to talk my company into switching software companies because it is just not user friendly.