If a staff member ends up with two profiles in Jane, you can merge them into one to keep your records tidy. You can also undo a merge if two profiles were combined by mistake.

Instructions

To merge two staff profiles in Jane, follow these steps. Once complete, the secondary profile is absorbed into the primary profile, and the primary profile's login credentials are preserved.

📣 Heads up: If the secondary profile has an add-on like AI Scribe enabled, disable the add-on on that profile before merging. You won't be able to complete the merge until this is done.

1. Click Staff in the top navigation bar.
2. Select the first staff member's profile from the list.
3. Hover over the second staff profile you want to merge the first with.
4. Click the + symbol next to the second profile. The merge screen opens.
   
   
5. Click Make This The Primary Record above the profile you want to keep as the primary record.

🩵 Jane Tip: Choose the profile with a username as the primary record so the staff member's login is preserved after the merge.

6. Click Yes to confirm the merge.

What to Expect

The two profiles are merged into one. The primary record you selected is kept, and the secondary profile is absorbed into it. You can only merge two profiles at a time.

Unmerging Staff Profiles

If two staff profiles were merged by mistake, a Full Access user can undo the merge from Merge History.

1. Go to Settings > Merge History.
2. Click Undo Merge next to the merge you want to reverse.

What to Expect

The two staff profiles are separated and restored to their original state.

Related Guides

• Setting up Staff and Adding a Staff Member to Your Jane Subscription
• Merging and Unmerging Patient Profiles