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Merge two different client accounts

Submitted by Guest on Wed, 06/06/2018 - 03:19
in

Hello,

We have two clients who got married, and they want their accounts to be merged. Is there any way to port over all the past records without losing any info.

Current situation - Customer A has patient P1. Customer B has patient P2. We want Customer A to have P1 + P2 (with history).

Thanks

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Re: Merge two different client accounts

Submitted by tanderson on Wed, 06/06/2018 - 09:47.

You can do this as an administrator using the Merge option in Customers - Information.
For more details, see the documentation on Merge at https://openvpms.org/documentation/csh/2.0/customer/information

 

 

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