Merging referral sources (non-patient)

In Dentrix Ascend, you can merge or combine referral sources that have been duplicated or entered incorrectly.

Note: Merging referral sources requires the "Merge referral sources" security right.

To merge referral sources

1. On the Settings menu, under Patient Care, click (or tap) Referral Sources.

   The Referral Sources page opens.

2. If the referral sources list is long, to quickly locate the referral source that you want to edit, search for it by name, specialty, or type. 

3. Select a referral source.

   

   The options for editing the referral source become available.

   

4. Click (or tap) Merge (in the lower-right corner).

   The Merge Referral Sources dialog box appears so you can merge the selected referral source with another one. The Select Referral Source tab is selected by default.

   

5. In the Select a referral source to merge with box, begin typing your search criteria, and then continue typing as needed to narrow down the results list. If there are many results, the results lists may consist of multiple pages.

   

   Note: You can specify how many results to display per page.

6. Select the correct referral source.

7. Click Next.

   The Select Primary Referral Source tab is selected.

   

8. Select the referral source which will remain after the merge is complete.

   

   Note: The number of patients referred by both referral sources will be combined into the selected referral source.

9. Click Next.

   The Confirm Referral Source tab is selected so you can double-check what the results of the merge will look like after completion.

   

   Warning: This action cannot be undone. When referral sources are merged, patients associated with them will be consolidated into the selected primary referral source.

10. Click Merge.

    When the merge process is complete, a green "Success" message appears.

    Note: When the merge process is complete, an entry is created in the Audit Log.