# PIN Merge

Staff can use the **PIN Merge** screen to combine duplicate patient records created from multiple registrations. This feature helps maintain a single, unified patient profile by merging related records under one **Patient Identification Number (PIN)**.

{% hint style="warning" %}
Once the PINs are merged, the process cannot be undone. The merge is permanent. Ensure that the correct records are selected before proceeding.
{% endhint %}

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## **Overview**

The **PIN Merge** screen includes a search bar that allows users to locate specific patient records using the patient’s PIN, name, mobile number, or Emirates ID. A **legend icon** is provided to help identify the types of data associated with each record. These may include documents, diagnoses, electronic claims, invoiced entries, and whether the patient is classified under cash or insurance. The **PIN MERGE** button initiates the merging process for the selected records. The **FETCH DATA FROM CARD** button retrieves patient records directly from the Emirates ID card using a card reader, simplifying access to duplicate files that may exist under different PINs.&#x20;

<figure><img src="/files/GY7ik0N46zy3rdXOOPkc" alt=""><figcaption></figcaption></figure>

The data spread displays details such as **Visit Type, Selected status, Retain PIN** optio&#x6E;**, PIN, Patient Name, Emirates ID,** and **Clinic.** The **Retain PIN** column allows users to mark the specific PIN that should be retained after the merge. All other records will be merged into the selected PIN, which then becomes the primary patient file.

**Legend Icons**: Each row may contain icons indicating the presence of **Documents, Diagnoses, Claims, Invoices,** and **Cash/Insurance** classification. These icons assist users in reviewing the data before initiating a merge.

<table><thead><tr><th width="85" align="center">Icons</th><th width="116.5555419921875" align="center">Icon Name</th><th>Description</th></tr></thead><tbody><tr><td align="center"><img src="/files/pXmuKPuunW2eB9AZOM5n" alt="" data-size="line"></td><td align="center"><strong>Document</strong></td><td>Indicates that documents have been attached under this patient PIN.</td></tr><tr><td align="center"><img src="/files/icgysjqAkaRpbuB91vam" alt="" data-size="line"></td><td align="center"><strong>EClaim</strong></td><td>Indicates that an electronic claim has been posted under this PIN.</td></tr><tr><td align="center"><img src="/files/lgLVV483xbUctzqrARXM" alt="" data-size="line"></td><td align="center"><strong>Cash</strong></td><td>Indicates that the patient is classified as an insurance patient.</td></tr><tr><td align="center"><img src="/files/6PnE4HN2MSg1I1DdXTcz" alt="" data-size="line"></td><td align="center"><strong>Insurance</strong></td><td>Indicates that the patient is classified as a cash patient.</td></tr><tr><td align="center"><img src="/files/WiWM2rOjQ7rGcDwu9r9d" alt="" data-size="line"></td><td align="center"><strong>Package</strong></td><td>Indicates that a package has been purchased under this PIN.</td></tr><tr><td align="center"><img src="/files/S6PCY2snmx1LUVudGkff" alt="" data-size="line"></td><td align="center"><strong>Diagnosis</strong></td><td>Indicates that a diagnosis has been added under this PIN.</td></tr><tr><td align="center"><img src="/files/J5HYUWdMiH1Z11IpCO7d" alt="" data-size="line"></td><td align="center"><strong>Invoiced</strong></td><td>Indicates that one or more invoices have been generated under this patient PIN.</td></tr></tbody></table>

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## **Steps to Perform PIN Merge**

* Open the **PIN Merge** screen by navigating to **Home > Patient > PIN Merge**.
* Use the **Search** field to locate duplicate patient records. In the **Selected** column, check all records you want to merge. In the **Retain PIN** column, select the PIN to be retained as the primary patient file.

  <figure><img src="/files/pfqXQm9CD4J6Jo3Y9Ykt" alt=""><figcaption></figcaption></figure>

  * Alternatively, click the **FETCH DATA FROM CARD** button to retrieve records via Emirates ID. Insert the Emirates ID in the card reader and click **FETCH DATA FROM CARD**.
* Click **PIN Merge** to merge the selected records. All visits, diagnoses, and invoices will be combined under the retained PIN.

  <figure><img src="/files/JnYIgZUjUTCVMFPKOWd0" alt=""><figcaption></figcaption></figure>

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## Video Tutorial

{% embed url="<https://youtu.be/jgcxhbiW4Ig>" %}
PIN Merge
{% endembed %}

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