Install Patient Merge

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Patient Merge is a client application, which means it will be installed on either a user's PC or a Citrix environment.


  1. Locate & Run as Administrator the CMS Patient Merge.msi, usually located in the TouchWorks Client Apps directory from within the Touchworks Install CD.
  2. Select Complete Install Option.
    Patient merge install.JPG
  3. Select the Next button.


  1. Run the CMS Client Merge Utility: Start->Prgrams->Allscripts Healthcare Solutions -> CMS Patient Merge.
    Patient merge login.JPG
  2. Select the Works option in the ODBC Datasource selectbox.
    Note: On client devices you may need to create new ODBC connections. Please use the following Instructions: Creating_System_DSN_ODBC_Sources