---
title: Client Registry
slug: portal-sub/client-registry
docTags: 
createdAt: 2026-03-04T12:03:16.021Z
---

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/dqNvwkZ4hgnXerUhWqr2l_cxc4lk5uk1s7m91idktzm-hlqgsaidl1g.png)

**User Manual**

Client Registry

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/T59GuhXq7fcaJU-kv7vxv_kdlwbvqukxbuflvla5jdv6zh-sztfnmhq.png" size="66" alt="A blue and grey logo&#xA;      Description automatically generated" isUploading="false" initialPath="assets/-KDLwBVquKXbufLVla5jDv6Zh-SZTFNmHQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/-KDLwBVquKXbufLVla5jDv6Zh-SZTFNmHQ.png" position="flex-start" showCaption="false"}

Suite 550 - 375 Water Street,

Vancouver, British Columbia, Canada, V6B 5C6

Table of Contents

[Adding Patients to Profile](docId\:lJ2HREEA4klale9RtQEFm)

Adding patients existing in the Client Registry

Adding a new patient not existing in the Client Registry

Adding a new patient without sending to the Client Registry

[Updating Patient records in the Client Registry](docId\:lJ2HREEA4klale9RtQEFm)

[Merging or deleting patients in the Client Registry](docId\:lJ2HREEA4klale9RtQEFm)

Merging patients existing in the Client Registry

Merging when at least one does not exist in the Client Registry

Unmerging a previously merged patient existing in the Client Registry

[Viewing Import and Export Logs](docId\:lJ2HREEA4klale9RtQEFm)

# Adding Patients to Profile

## Adding patients existing in the Client Registry

| 1. Click the **New Patient** icon on the toolbar<br />::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/YqgNmw1ut6iaFjrXcSrWJ_bwybaswayxfa4bh0q6n2ay0sdf933rajfw.png" size="10" isUploading="false" initialPath="assets/bWybASwayxfA4bH0Q6N2aY0sDf933rajFw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/bWybASwayxfA4bH0Q6N2aY0sDf933rajFw.png" position="flex-start" showCaption="false" indent="2"}<br />:::Paragraph{indent="1"}
to open the “**Select Patient from Provincial Registry**” window.
:::<br />2) Patients can be searched for using one of the following criteria:
3) Full Name (**Index** field)
4) Full Name & Date of Birth
5) Full Name & Postal Code
6) Phone Number
7) HCN and Assigning Authority/Province | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/n5P8UxlE3l4EWrNN36JXA_vd5jhcnaf8neshl6nsxfu3gahsmuojgetw.png" size="83" isUploading="false" initialPath="assets/vd5jHcnaF8nEsHL6nSXfU3gahsmUOjgETw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/vd5jHcnaF8nEsHL6nSXfU3gahsmUOjgETw.png" position="flex-start" showCaption="false"} |                                                                                                                                                                                                                                                                                                                                                                                               |
| -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 1. The maximum number of results returned is 50. If too many results are present, use more criteria to narrow your search.
2. Click “OK” to open a New Patient window with patient data populated:                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           |                                                                                                                                                                                                                                                                                                                                                                                                |                                                                                                                                                                                                                                                                                                                                                                                               |
| :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Glb3L9nw1MQ5r4YvZxvFh_tzzwlrsa2ivori47dlnhidfroh2snnva.png" alt caption}                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |                                                                                                                                                                                                                                                                                                                                                                                                |                                                                                                                                                                                                                                                                                                                                                                                               |
| 1) The **Registered** field will automatically default to Yes.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |                                                                                                                                                                                                                                                                                                                                                                                                | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/O0VDrIS0bzgfZDNgLgKdd_ayykrtuqr0ydi2ypmag4mh3zffo1nu3xq.png" size="21" isUploading="false" initialPath="assets/aYYKrTUqr0YDI2YpMAg4m_H3Zffo1Nu3XQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/aYYKrTUqr0YDI2YpMAg4m_H3Zffo1Nu3XQ.png" position="flex-start" showCaption="false"} |
| 1. Click the **Apply** button to save the patient. If the data entered for the patient meets minimum business rule requirements, the patient will be saved and have **Last Sent to Provincial Client Registry***&#xA0;*&#x75;pdated:                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |                                                                                                                                                                                                                                                                                                                                                                                                |                                                                                                                                                                                                                                                                                                                                                                                               |
| :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/AYInLUlKOEzfnv1WwV4GU_uyydump58n6mktqzx7mtaec7odohy1sg.png" alt caption}                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |                                                                                                                                                                                                                                                                                                                                                                                                |                                                                                                                                                                                                                                                                                                                                                                                               |
| 1) Click **OK** to close the window.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |                                                                                                                                                                                                                                                                                                                                                                                                |                                                                                                                                                                                                                                                                                                                                                                                               |
| <br />                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       | <br />                                                                                                                                                                                                                                                                                                                                                                                         | <br />                                                                                                                                                                                                                                                                                                                                                                                        |

| NOTE:                                                                                                         |        |                                                                                                                                                                                                                                                                                                                                                                                                |
| ------------------------------------------------------------------------------------------------------------- | ------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| If searching criteria does not meet the above search criteria, user click search button, message box display: |        | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/rWCeXeEz4C7hOtRHWteCk_tgzlruvzrwx5ioqsbia7xoke1q6uo-s7gg.png" size="42" isUploading="false" initialPath="assets/tgzLrUVzRWX5ioQSBIA7XokE1q6UO-s7gg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/tgzLrUVzRWX5ioQSBIA7XokE1q6UO-s7gg.png" position="flex-start" showCaption="false"} |
| <br />                                                                                                        | <br /> | <br />                                                                                                                                                                                                                                                                                                                                                                                         |

## Adding a new patient not existing in the Client Registry

| 1. Click the **New Patient** icon on the toolbar<br />::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/_ftz6Hc_QIuVGrdAva7UK_xmzatygnnj7zjdorfgao4fwiokrdlmwdca.png" size="10" isUploading="false" initialPath="assets/XMzATYGnNJ7ZJdOrFgAO4fwiokrdlMwDCA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/XMzATYGnNJ7ZJdOrFgAO4fwiokrdlMwDCA.png" position="flex-start" showCaption="false" indent="2"}<br />:::Paragraph{indent="1"}
to open the “**Select Patient from Provincial Registry**” window.
:::<br /> | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Unwa3XQINY60OAezJyzeN_zg4sg8aremsdoymlg43rnjwunesb3pb48w.png" size="83" isUploading="false" initialPath="assets/zg4SG8aRemSDoYMLg43rNjWUnEsB3PB48w.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/zg4SG8aRemSDoYMLg43rNjWUnEsB3PB48w.png" position="flex-start" showCaption="false"} |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 1. Click the **Add Local** button to open a **New Patient** window, without selecting an existing patient from the Client Registry.                                                                                                                                                                                                                                                                                                                                                                                                                                       | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/6t9iHkEvzuW8P3mZ2RQAZ_ul0na83rdyfhbfozcnungna5e2qkdugwhg.png" size="14" isUploading="false" initialPath="assets/UL0NA83rDyFhBfoZcNunGna5E2qkdUGWhg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/UL0NA83rDyFhBfoZcNunGna5E2qkdUGWhg.png" position="flex-start" showCaption="false"} |
| 1) Enter the patient’s information as required by the business rules for the Client Registry.                                                                                                                                                                                                                                                                                                                                                                                                                                                                             | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/SZXO5lQ1Cs2T-WHFdLUE7_8lik5q3ju4c9mqe1tbpguavqztw4jx7hyq.png" alt caption}                                                                                                                                                                                                                                    |
| 1. If required information is missing, you will be prompted with a dialog notifying you of any missing information. The “**Keep list open”** checkbox will allow you to leave this window open/to the side so that you may reference the list while entering the missing information, if necessary.                                                                                                                                                                                                                                                                       | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ZLtLj1_fz3mMOnFEQLBdH_3ynzpedf5zexavk5km82s8n4nivdwhjbza.png" size="69" isUploading="false" initialPath="assets/3yNzPeDF5ZExAVK5kM82S8N4niVdWHJBZA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/3yNzPeDF5ZExAVK5kM82S8N4niVdWHJBZA.png" position="flex-start" showCaption="false"} |
| 1) When finished entering patient information, click the **Apply** button to save the patient. If the data entered for the patient meets minimum business rule requirements, the patient will be saved and have **Last Sent to Provincial Client Registry***&#xA0;*&#x75;pdated to current date and time.
2) Click **OK** to close the window.                                                                                                                                                                                                                            | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/4Di4n7dKM0PGUMv7WYzps_qc7x92siatirpfjlw67snll1ggqokxel4w.png" alt caption}                                                                                                                                                                                                                                    |

| NOTE:                                                                                                                                                                                                                                                                                                                                                                                               |   |
| --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | - |
| The phone fields require specific formatting. The phone number must be entered as ten digits. Example: 1234567890<br /> If an extension is required to reach the patient, it can be entered by using an “x” to separate the extension from the phone number:<br />Example: 1234567890**x**123<br /><br />Entering the phone number in an incorrect format will produce the following error message: |   |
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/vbj-e73forjttCM_JPjjn_1yzipmiv0acr6rhwibfn8trgcdfdfv-juq.png" size="84" isUploading="false" initialPath="assets/1YzIpmiV0aCR6RHwibFN8TrgCdfDFv-JuQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/1YzIpmiV0aCR6RHwibFN8TrgCdfDFv-JuQ.png" position="flex-start" showCaption="false"}      |   |

## Adding a new patient without sending to the Client Registry

| 1. Click the **New Patient** icon on the toolbar<br />::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/fSDaOGIbYqpzJkNB4Xg4l_nwi96zkjk4-tlqzpjjiajcx-0cbr52cpg.png" size="10" isUploading="false" initialPath="assets/NwI96ZkjK4-tlqZpjjiAJcx-0cbR52c_pg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/NwI96ZkjK4-tlqZpjjiAJcx-0cbR52c_pg.png" position="flex-start" showCaption="false" indent="2"}<br />:::Paragraph{indent="1"}
to open the “**Select Patient from Provincial Registry**” window.
:::<br /> | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/B22BgPSs8W7g5yVuGAMNZ_p5on5uybqtlyzjfen2x16uqkjbbcdtlleq.png" size="83" isUploading="false" initialPath="assets/P5oN5uYBQtlyzJfeN2x16uqKjbBCdtLLEQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/P5oN5uYBQtlyzJfeN2x16uqKjbBCdtLLEQ.png" position="flex-start" showCaption="false"} |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 1. Click the **Add Local** button to open a **New Patient** window, without selecting an existing patient from the Client Registry.                                                                                                                                                                                                                                                                                                                                                                                                                                      | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/g0PmSAHLm-7KWMr_aUWXt_5o1utb7hehce2d7bafjbe1esbpmeochteq.png" size="14" isUploading="false" initialPath="assets/5o1UtB7hehce2d7bAfJBE1esBPMeOcHteQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/5o1UtB7hehce2d7bAfJBE1esBPMeOcHteQ.png" position="flex-start" showCaption="false"} |
| 1) Enter the patient’s First and Last names and date of birth.Leave the **Sex** and **HCN** fields empty.
2) Click **Apply**.                                                                                                                                                                                                                                                                                                                                                                                                                                            | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/_cD4FMpKPqh2dqsn8r53u_nxuxmuvjqpu-szaxvvsmcexdhjyywlfu1q.png" alt caption}                                                                                                                                                                                                                                    |
| 1. An error window will appear to notify you of missing information required to register the patient in the Client Registry. Selecting **Yes** will close the error window.                                                                                                                                                                                                                                                                                                                                                                                              | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/N-qY7ArJSHEqjAL1Mn13I_hsagyonmxefqmrujqqjmkvu8sxrq005gfg.png" size="69" isUploading="false" initialPath="assets/HsagyOnmxEFqMRuJQQJmKvU8sXrq005GFg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/HsagyOnmxEFqMRuJQQJmKvU8sXrq005GFg.png" position="flex-start" showCaption="false"} |
| 1) You should now see the registration status at the bottom of the New Patient window as:<br />**Last Sent to Provincial Client Registry: Never**                                                                                                                                                                                                                                                                                                                                                                                                                        | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/MkMMFsJTL0Y5OQJihPPDY_drtrde7u04gaftelmrvabjtgdn5dfheoa.png" alt caption}                                                                                                                                                                                                                                     |
| 1. Click **OK** to close the window.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |                                                                                                                                                                                                                                                                                                                                                                                                |

# Updating Patient records in the Client Registry

To modify a patient’s record and send an update to the Client Registry, regardless of whether they are currently registered or not yet registered:

1. Click

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/2awwESZekhimfqFVnqgqZ_nt7yytvwmhkxtu3vpjxt7uymq7qhcihmdg.png" size="12" isUploading="false" initialPath="assets/nT7YyTvWmhKxtu3vpJxT7uyMQ7QhcIhMdg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/nT7YyTvWmhKxtu3vpJxT7uyMQ7QhcIhMdg.png" position="flex-start" showCaption="false" indent="2"}

:::Paragraph{indent="1"}
 in the Toolbar, or
:::

2. Select **Patient/Alter Patient** from the menu bar.

The system will open the **Alter Patient** window for the patient whose name appears in the Patient Info Panel. This would happen, for example, if you have selected an appointment or patient record.

Otherwise the **Select Patient** window will appear, allowing you to choose the patient. See the *User Manual – Introduction to Profile* for more information.

1. Once you have modified the patient record and you would like to update the Provincial Registry, click the **Change Master ID** button in the **General** view on the segment bar menu.   This opens the **Select Patient from Provincial** window. 
2. Search for and select the patient whose record you would like to modify and click **OK.** If the data entered for the patient meets minimum business rule requirements, **Last Sent to Provincial Client Registry** will update to the current date and time.
3. Click **OK** to save the information in the **Alter Patient** window and close the window.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/STk2nuHoMc-B7HqGlH8sk_kr2iarhltabaqe6i44bihxopyz9fzykjya.png" size="83" isUploading="false" initialPath="assets/kR2iaRhLtabAQe6i44BihxoPYZ9fZykJyA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/kR2iaRhLtabAQe6i44BihxoPYZ9fZykJyA.png" position="flex-start" showCaption="false"}![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/buG50pho8zud8oyhMflPy_ievzbgwmjnqhjnb4ticheegltrg6zmn5wg.png)

# Merging or deleting patients in the Client Registry

In the event of accidental duplication of patients, it may be necessary to merge two patients together. The process below highlights the interaction between the Merge/Delete window and Client Registry. **For complete details on the Merge/Delete window, please refer to the System Management manual.**

## Merging patients existing in the Client Registry

| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/jU6xPD0VDyir721JVejpl_litaozz-uo1rxxfiknwbouq7ejgmwjkd8a.png" size="11" isUploading="false" initialPath="assets/lITaOZZ-Uo1rxxfiKNWBOUq7EjgMWJKd8A.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/lITaOZZ-Uo1rxxfiKNWBOUq7EjgMWJKd8A.png" position="flex-start" showCaption="false" indent="2"}::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/dUUh64rBhC4fycVC3gsA0_9cekgy84pqhfwwl3dja6ppnc6z3a8otjw.png" size="10" isUploading="false" initialPath="assets/9CEkG_Y84PQHFwwl3DJa6ppnC6Z3a8oTjw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/9CEkG_Y84PQHFwwl3DJa6ppnC6Z3a8oTjw.png" position="flex-start" showCaption="false" indent="2"}<br />1) Open the **Merge/Delete** window by clicking the **Control Centre** icon<br />:::Paragraph{indent="1"}
 on the toolbar.
:::<br />2) In the segment list on the left side of the **Control Centre** window, select the **Manage** segment, and then the **Merge/Delete&#xA0;**&#x69;con<br />:::Paragraph{indent="1"}
.
::: | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Bl1agi7eoKSSYEnzNrlBa_blhrwpnuy0vddlquktgwwkal7izgkcz1wq.png" size="12" isUploading="false" initialPath="assets/BLHRwPNuy0vddLQuKtGWWKAL7IZgKcZ1wQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/BLHRwPNuy0vddLQuKtGWWKAL7IZgKcZ1wQ.png" position="flex-start" showCaption="false"} |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 1. The Merge/Delete window will now open.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/oFiabMaB91mQ10uGRvrB9_xde5levhdmeua-yrui8w4ixyaova1aiooq.png" alt caption}                                                                                                                                                                                                                                    |
| 1) In the toolbar for the **Merge/Delete** window, select the Find Duplicates button<br />::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/11KQmipeQ-VNH0L-0gmDu_np0c40cjzssgomxr6iy0mmnitku1dogmnw.png" size="13" isUploading="false" initialPath="assets/np0c40CJzSsgOmxR6iy0mMNiTKu1DOGmNw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/np0c40CJzSsgOmxR6iy0mMNiTKu1DOGmNw.png" position="flex-start" showCaption="false" indent="2"}<br />:::Paragraph{indent="1"}
 to pull a list of potential duplicate patients.
:::                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/GKy1bFDgmV6LU2voNQqYs_rot4k2s8no4tbmvb11fmsujtpim6dsg.png" alt caption}                                                                                                                                                                                                                                       |

| NOTE:                                                                                                                                                                                                                                                    |   |
| -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | - |
| The Merge/Delete list of patients is based on computer logic and not all duplicates shown will definitively be duplicates. Always investigate the patients before merging two or more patients together to be certain they are duplicates of each other. |   |

| 1. Select a duplicated group you want to merge.<br />                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/IyCm1_Dd4JRZuvMoOD1tj_sdqnwxzgst-hlzs2sg71av4pedpgcfgdw.png" alt caption}                                                                                                                                                                                                                                     |
| -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 1) Click<br />::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/HBwMB4u5A6iA-z6gUrJ4n_ipxoynwo9wczofjoz3ypa2tr3hqrfc6n4q.png" size="14" isUploading="false" initialPath="assets/IpXoYNWO9wczoFJoZ3ypA2tr3HQRFC6N4Q.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/IpXoYNWO9wczoFJoZ3ypA2tr3HQRFC6N4Q.png" position="flex-start" showCaption="false" indent="2"}<br />:::Paragraph{indent="1"}
  in the Merge/Delete toolbar to merge the selected group. You will be prompted to enter your password and tick the checkbox to proceed.
::: | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/z15gHFVN2uV2VCUnCm7hr_ur1nu6-sxsgyftt0eupyjesdw-o1iqjf4q.png" size="47" isUploading="false" initialPath="assets/ur1NU6-SXsgYFTt0euPyJESdW-o1iQjf4Q.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/ur1NU6-SXsgYFTt0euPyJESdW-o1iQjf4Q.png" position="flex-start" showCaption="false"} |
| 1. The patients will be merged and a message will be sent to the Client Registry notifying them of the merge.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      |                                                                                                                                                                                                                                                                                                                                                                                                |

## Merging when at least one does not exist in the Client Registry

In order for patients to be merged, all or none of the patients must exist in the Client Registry. If there is a discrepancy between patients, but the patients must be merged, they must first be registered with the Client Registry.

Attempting to merge patients with a discrepancy in registration status will prompt the following error: 

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/z3FZCOBj8h2N0bmCX8817_agenvjn7cueckgudvywlo3wfvspt6ypa.png)

## Unmerging a previously merged patient existing in the Client Registry

| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/9VFkppV4l4r5Ylxp6IC5B_onhb5rl9-fewc4jftra6rax5cxr5vvzkq.png" size="11" isUploading="false" initialPath="assets/onHB5rl9-FeWC4jFtra6RAX5CxR5v_vzKQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/onHB5rl9-FeWC4jFtra6RAX5CxR5v_vzKQ.png" position="flex-start" showCaption="false" indent="2"}::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/hUE1I_80h3y5RtaRVmwZq_p1tdahduvty1wrxhmrp8swuojyby5uua.png" size="10" isUploading="false" initialPath="assets/p1TDAhdUvTY1WrxH_mRP8sw_uOjYby5uuA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/p1TDAhdUvTY1WrxH_mRP8sw_uOjYby5uuA.png" position="flex-start" showCaption="false" indent="2"}<br />1) Open the **Merge/Delete** window by clicking the **Control Centre** icon<br />:::Paragraph{indent="1"}
 on the toolbar.
:::<br />2) In the segment list on the left side of the **Control Centre** window, select the **Manage** segment, and then the **Merge/Delete&#xA0;**&#x69;con<br />:::Paragraph{indent="1"}
.
::: | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/5SYAAclaf5R2b-LstlnGZ_wwk3oz1iaqc2nxzbdj2sou0uiiugvslha.png" size="12" isUploading="false" initialPath="assets/WWk3oZ1IaQC2nxZbdj2sou0UI_IUGvsLHA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/WWk3oZ1IaQC2nxZbdj2sou0UI_IUGvsLHA.png" position="flex-start" showCaption="false"} |
| -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 1. The Merge/Delete window will now open.
2. Click the<br />::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ceA69xclEcubQ8455q2Xe_2lmdlqubzyusiomkf1v7vlmrqyf9tmk1g.png" size="10" isUploading="false" initialPath="assets/2LMDLQUbZyUSiOmKf1v7vlmRQYf9t_mK1g.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/2LMDLQUbZyUSiOmKf1v7vlmRQYf9t_mK1g.png" position="flex-start" showCaption="false" indent="2"}<br />:::Paragraph{indent="1"}
button on the Merge/Delete toolbar and look for the merged patient. Click **OK**.
:::                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/mksWbOAT47PY2rLAdlOd7_ijljkjieshnm-grkn1imr65ml4zkl0be5q.png" alt caption}                                                                                                                                                                                                                                   |
| 1. The merge history window will open for the master patient. Select the patient you want to unmerge.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/iVcXLf3bRHEXxzRF83FV8_4efxnkxba7yzyzbmnsmutm9-qlc8ksxla.png" alt caption}                                                                                                                                                                                                                                    |
| 1) Click the **Unmerge** button.
2) The patient will be unmerged and a message will be sent to the Client Registry.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/iXy4o4ADC4oiIv7aAXItG_nvfb-60vhkwy2ylmrhtrbgylkupa1f-a.png" size="50" isUploading="false" initialPath="assets/nVfB-60VhKWy2YlmrhTr__BgyLkUpA1F-A.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/nVfB-60VhKWy2YlmrhTr__BgyLkUpA1F-A.png" position="flex-start" showCaption="false"}  |

# Viewing Import and Export Logs

| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/uamr2_bZHwd34wyliu5Pm_peahqyao5hcomxljweeii8q06m4upcvwa.png" size="11" isUploading="false" initialPath="assets/peAhqyao5hcomXlJwEEIi8q06_m4uPCVWA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/peAhqyao5hcomXlJwEEIi8q06_m4uPCVWA.png" position="flex-start" showCaption="false" indent="2"}::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/yGIucYvGns38Y-yTvPznn_xtc6kevuverbkkgt0ygw3vl296ykr62yew.png" size="12" isUploading="false" initialPath="assets/xtc6KEvuVerBKkgt0Ygw3vL296YKr62YEw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/xtc6KEvuVerBKkgt0Ygw3vL296YKr62YEw.png" position="flex-start" showCaption="false" indent="2"}<br />1) Open the **Import/Export Logs** window by clicking the **Control Centre** icon<br />:::Paragraph{indent="1"}
 on the toolbar.
:::<br />2) In the segment list on the left side of the **Control Centre** window, select the **Manage** segment, and then the **Import/Export Logs&#xA0;**&#x69;con<br />:::Paragraph{indent="1"}
.
::: | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Ivas31mzRh603BX_FIyli_twe4rrrwh7etr5oebqlvuwdfb5gqlhxhbg.png" size="12" isUploading="false" initialPath="assets/tWe4RRRwH7EtR5OeBQlvUwdfb5gQlhxhbg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/tWe4RRRwH7EtR5OeBQlvUwdfb5gQlhxhbg.png" position="flex-start" showCaption="false"} |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| The **Import/Export Logs** window will now open.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/k-hysXXHBSs4uuC6qqSlW_ipzhdyvf5foyvzq5oimkd0lt3lmxlhkuia.png" alt caption}                                                                                                                                                                                                                                    |
| 1. Double click on each item to view the content of the message sent/received to/from the Client Registry<br />                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/_uCOOCuCudmVKj74DGWq8_7cejtyra4skixwx4eqr2nhbduuo0lhxiya.png" alt caption}                                                                                                                                                                                                                                    |
| 1) To view error messages, right click on each item and select **Show Errors**.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/0hgbrP8Fr2aZg2jkz2qO6_qm6schum1-od1ybqkvjqe55xr9y3vfcppq.png" size="57" isUploading="false" initialPath="assets/qM6sCHUM1-OD1YBQkvJQE55Xr9y3VfCPPQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/qM6sCHUM1-OD1YBQkvJQE55Xr9y3VfCPPQ.png" position="flex-start" showCaption="false"} |
| 1. Error type and Error description will be displayed.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/kmzTj151K-r8xiZKVlqzA_dhswzbkrranbxyunexq94hb9evd8sq8ruq.png" alt caption}                                                                                                                                                                                                                                    |
