Conversions: Duplicate Patients

See Use Converted Database.

In some dental software, the guarantor account has to be a separate account from the patient account. In Open Dental, the guarantor does not need to be a separate patient. Instead, a patient is simply marked as a guarantor or not.

During final conversion (see Conversions), if the prior software had separate accounts for guarantors and patients, Open Dental attempts to merge them into one patient account. Any patients that share last name, first name, and date of birth, and are in the same family, are automatically merged into one patient. The patient record is kept, not the guarantor record.

If merge requirements aren't met (e.g., missing name, DOB, same family), there may still be duplicate patient records after the conversion.

To clean up duplicate patients, two queries are available (see Query Favorites):

Run the query from User Query Favorites. Double-click Conv - Possible Duplicate Patients (1) or Conv - Possible Duplicate Patients (2).

Use the query results to find which patients are duplicated, then use the Merge Patients tool to combine them.

Resource: Post Conversion Checklist (PDF)