Clients

Find and merge duplicate clients

Review two-field duplicate suggestions and retain one canonical client record.

Step by step

  1. 1

    Open Clients and select Potential duplicates

  2. 2

    Review the matching identity fields

  3. 3

    Choose Review merge and select the record to keep

  4. 4

    Confirm the duplicate to archive

  5. 5

    Review the retained appointments, notes, billing, plans, and documents

What to look for

Client Merge Dialog in MyoMesh
Client Merge Dialog

Good to know

Available actions depend on practitioner permissions. Clinical and financial records remain separated according to those permissions.