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After a Conversion: Duplicate Patients

In some dental software, the guarantor account has to be a separate account from the patient account. In Open Dental, the guarantor does not need to be a separate patient. Instead a patient is simply marked as a guarantor or not.

During a Final Conversion, if your prior software had separate accounts for guarantors and patients, Open Dental attempts to merge them into one patient account. Any patients that share last name, first name, and date of birth, and are in the same family, are automatically merged into one patient. The patient record is kept, not the guarantor record.  

If merge requirements aren't met (e.g. missing name, DOB, same family), there may still be duplicate patient records after the conversion. To clean up duplicate patients, use the Conv - Possible Duplicate Patients query. This report lists the duplicate patients last name/first name.

  1. In the Main Menu, click Reports, then User Query
  2. Click Favorites.
  3. Single click on the query Conv - Possible Duplicate Patients then click OK to run it.



  1. Use the results to merge the duplicate patient accounts into one. See Merge Patients.
    1. In the Main Menu, click Tools, Misc Tools, Merge Patients.
    2. Click Change to select the patient accounts. We recommend selecting the patient account as the 'merge into' account, and the guarantor account as the 'merge from' account.
    3. Click Merge. 

 

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