When you schedule a multi-session appointment, a separate purchase is created for each session. If the same provider is assigned to multiple sessions, you can merge these purchases into one, ensuring a single patient invoice and claim. However, leaving them separate is perfectly fine, allowing for multiple invoices and claims if needed.

Here's how to merge two purchases with the same provider: 

Note: you can only merge purchases for the same patient visit (date of service). Purchases associated with different appointments cannot be merged. 

1. Open the patient purchase containing the purchase ‘sessions’ you would like to merge. 

2. Click Edit. 

3. Click Merge. 

Hint: Don't see the Merge button? This is because you can only merge purchase ‘sessions’ that have the same provider. Check that your provider information is correct. 

4. Confirm Merge details. 

Selecting Merge Units will consolidate duplicate service codes on the purchase, adjusting the unit count accordingly.

Selecting Merge Treatments will add both Treatments and their associated prices to the merged purchase. 

5. Click Continue to merge! 

6. You will now see that the purchases have been merged into one! Notice how the ledger now displays both treatment types. 

💡 Pro tip

You can unmerge a merged purchase by clicking the Unmerge button. 

 

When you unmerge a purchase, ChiroUp will retain all merged details on the original purchase and create an additional blank purchase session. You'll need to manually populate the details for the unmerged purchase.