Merge Duplicate Referrers

Sometimes staff members accidentally enter the same referrer more than once in Tops Ortho. Don't worry - there's a solution!

1. Open up the original referrer record and all of its duplicates. Go to View > Referrer Info... or press Command R.
2. Review how many patients are assigned to each referrer; decide which one you wish to use moving forward. This is typically the referrer with more patients assigned.
3. Place an X or another identifying letter on the name of the referrer you do not wish to use moving forward.

4. Double click on each patient in the unwanted referrer record to open their chart.
5. In the Dentist field of the patient chart, highlight the referrer's name (it should now show Xs).
6. Type in the referrer's name.
7. In the Referrer search window, select the referrer you wish to use.

8. The patient will move from the unwanted referrer to the desired one.
9. Repeat this process for each patient until they are all moved to a single referrer.
10. Go to Matrix > Referrers.
11. Find the unwanted referrer on the list; select it.
12. Go to Edit > Delete Referrer.
13. If the unwanted referrer does not have any letters attached to their record, Tops Ortho will allow you to delete it.
14. If you are not able to delete the referrer, keep the Xs in the name field or add DO NOT USE to the name field to discourage future use by staff.