When a new client is added to Ruh Care, a unique account is created for them. It's possible that a duplicate account may be created for a client if:
A client/provider creates multiple accounts with different email addresses
A client is added to the platform without an email address, and another account is created with an email
It's best practice to consolidate these accounts so that your client has only one profile -- this will eliminate any confusion around booking appointments, billing, and charting.
Note: in order to merge two accounts, both accounts have to be listed as active. If one of the accounts is archived, you will need to unarchive the account first in order to merge.
Merge client accounts
Log into Ruh Care> Navigate to the "Clients" tab from the menu
Search for your client and check the box next to the client account(s) that you would like to merge. You must select two accounts for the merge option to appear (you cannot merge more than two at a time)
Click the "Merge" icon that appears on the bottom of your screen
Select the personal information that you would like to maintain for the account
Select the email address you would like to maintain for the account > Click "Merge Clients"
Once the merge is complete, you'll see a confirmation banner appear. Please note that merging a client cannot be undone. If you need assistance with client merging, please contact the client care team on the platform.
What happens when I merge client accounts?
The email that you indicated in your merge preferences is maintained.
The personal details for the account you indicated in your merge preferences is maintained.
The new single account will have the Documents and Charting notes from both accounts.
If only one of the clients/accounts has a credit card on file it will be kept regardless of what email or personal information is choosing. If both accounts have a credit card on file, both will remain on file as well.
Please note, that merging a client cannot be undone. If you need assistance with client merging, please contact the client care team on the platform.
Quick Tips
Before merging accounts, ensure both are active and consider which email and personal information to maintain.
Merging accounts cannot be undone, so proceed with caution.
For assistance or questions about merging client accounts, reach out to the client care team on the platform.