MyMedLeads can only manage duplicates coming from your EMR Software. However, when a patient is converted from MyMedLeads to your EMr, it becomes their responsibility to manage and merge any duplicate patient records. If your EMR software fails to do so, it will result in the creation of a duplicate patient record.

To properly manage the data when a patient is ready to schedule, follow these best practices:

For a NEW patient in MyMedLeads but not yet in your EMR software:

  1. In MyMedLeads, select the “Convert to” button.
  2. In your EMR software, search for and schedule the new patient.
  3. MyMedLeads will receive the appointment message (visible in the History section of the lead) and change the status to “Scheduled” in MyMedLeads.

For an EXISTING patient already in your EMR software:

  1. From your EMR software, search for and schedule the patient.
  2. Do not click the “Convert to” button in MyMedLeads, as this may create a duplicate in your EMR software.
  3. MyMedLeads will receive the message, and then search the account for the patient record.

If the person you schedule doesn’t yet exist in MyMedLeads, a new MyMedLeads record will be created.

If the person does exist in MyMedLeads:

  1. MyMedLeads will merge the records if the name, email, and phone match exactly.
  2. MyMedLeads will flag it as a duplicate for you to merge if the information partially matches.