1. Go to the clients tab. Use the search function to find the clients you would like to merge if they do not appear automatically. 1.

   

2. Click the grey three dots to the right of the page on the client you would like to merge. Then select merge.

1. Scroll the bottom of the page that pops up. And type the name of the patient you would like to merge.

1. A pop-up will confirm that you would like to continue.
2. You have now merged successfully!

Here is a video demonstration of this process:

https://www.loom.com/share/bf0d24d569304ba48718559e432f2f59?sid=f28ac03d-9e41-4ed4-991d-2900aed6f3e4