Written by If a Case if duplicated, it is possible to merge the Cases together to combine all the Clinical Notes, Documents and Payers details.
This can’t be undone so to use cautiously.
1
Head to the Clients.
2
Click Case to expand the Case list panel.
3
Click Merge Cases.
4
Select the Case to merge.
5
Select the Case to merge into.
6
Click Merge Cases.
7
Type in the confirmation phrase and click Merge.
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