Jane's Guide Here's all the help you need to use Jane.

Merging and Unmerging Staff Profiles

Staff profiles can be merged (and un-merged)the same way as duplicate patient profiles.


Merging Staff Profiles

Head to Staff and click the + sign when you hover your mouse on each staff’s name to bring up the merge function on the centre of the page.

Then, choose the record you want to be the primary record. It’s a good idea to choose the profile with a username so that the practitioner’s login is maintained.

Unmerging Staff Profiles

Uh-oh! Accidentally merged two staff profiles? Don’t worry; it happens to the best of us. Luckily, there’s a simple solution to get things back on track!

To start, a Full Access user can head over to the Settings tab, and scroll down within the left sidebar menu and select Merge History.

an image of the navigational steps and where to view the button to unmerge the profiles

There you have it! As always, you can contact our support team if you have any additional questions 💙

Subscribe to our monthly newsletter.