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Note
titleNote:
  • When you merge P1 with P2, the MRN site and MRN from P1 would will be lost.
  • Merging will move all the visits and specimens from P1 to P2 and delete P1.

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Let us assume you are merging two participants, P1 and P2, and P1 needs to be merged with P2.

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titleClick here to view the steps...
  • Go to the overview page of P1.
  • Click on Edit.
  • Update any one of the above-listed fields to the value same as P2. For example, P2's MRN is MRN001. Then set P1's MRN to MRN001.
  • Click 'Update'.
  • The system will display the list of matching participants, which will include P2.

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While creating new participants, if the last name and DOB are identical, you will get an option to use the existing participant:

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While updating existing participants, if the last name and DOB are identical, you will get an option to merge with the existing participant:

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  • Select P2 and click on 'Merge with Selected Participant'.