If you have two files for one client, you'll want to merge those client files by following these steps:
- Go to the Clients page
- Find the client who has two files
- Select the client file whose demographics and health history are more complete
- Click the gear button beside the client's name
- Select Merge client from the drop down menu
- Follow the prompts to merge the client files
Please note, that the merged file will contain the About and Health History information from the client file you selected in Step 3 and Appointments and Payments from both client files.