Search for/modify patients
Within the EHR, the patient search tool can be located in two places:
- The global patient search toolbar at the top of the screen, or
- The Patient Management section of the utilty menu
Use either to access the Global Patient Search screen.
Use the search fields to locate the intended patient. Search by:
- Last Name
- First Name
- Date of Birth
- Zip Code
- Chart Number
- External Chart Number
- Preferred Phone Number
- Account Number
- or a combination of the available fields
If only one patient matches your search criteria, their chart will open automatically once you click Search.
If more than one patient matches your search criteria, review the results that populate below, and click the patient's name hyperlink to open their chart.
Within the patient's chart, you may access all demographic and clinical information and make modifications to those components as necessary.
Merge patients
Create a deduplication report
This report will allow you to see potential patients duplicated in the system.
Click Utilities, and expand the Patient Management section, then select Merge Patients.
Click Add New Request to generate a list of potential duplicate patients. This will process overnight and check the system for all patient records that may be duplicated.
Merge duplicates in bulk (recommended)
Once the deduplication report is completed, all potential duplicates will be listed. Click the orange to the left of each duplicate to expand and review them.
Duplicates may be flagged if there are conflicts in the two records, such as a mismatched birth date. Determine if a patient match is a duplicate by clicking on the patient's name to review their chart. Click the red to confirm that the records are true duplicates.
Click Confirm to complete this action.
The Primary chart (indicated by the P toggle) is listed first, followed by one or more secondary matches (indicated by the S toggle).
The icon changes to a green thumbs up and the primary record can be selected using the toggle to the left of the patient name.
If a record match is not a duplicate record, mark it by clicking the red Not a Match icon. This will remove the records from the merge list and future deduplication reports will not return these records as a potential match. You will still be able to manually merge these records (detailed in the next section).
Click Confirm to complete this action. The patient will automatically be removed from the merge list.
Once you have reviewed all patients in the merge list, select the checkboxes to the left of the patient names and click Merge Records at the top of the merge screen. This will process overnight to merge the patient records.
After merging, the primary record's demographics are used and all data from the secondary charts will be included on the primary record.
Merge duplicates manually
A manual merge should be used when there are only a small number of known duplicate patients, otherwise, a bulk merge is most efficient.
To use the Manual Patient Merge feature, click Manual Patient Merge.
Enter the information for the duplicated patient and click Search.
Click the checkbox for the patients to be merged. The toggles indicate the primary record (P toggle), and secondary record (S toggle) for the patient.
When the patients and primary records have been set, click Send Merge Request. This will process overnight to merge the patient records.
After merging, the primary record's demographics are used and all data from the secondary charts will be included on the primary record.
Unmerge patients merged in error
Click Merge Request Status.
Search for the incorrectly merged patient using the provided fields. Click Search.
Click the Batch Name to view the patient details.
Click x in the upper right to close the details.
Click Unmerge to the right of the record to undo the patient merge.
Click Confirm.
Deactivate duplicate patients
ONLY for accounts that do not have EHR or ERX subscriptions
If your RXNT subscription includes the Billing solution and/or the Scheduler solution ONLY (i.e., not enrolled for either EHR or ERX), you have the option of deactivating duplicate patient records.
Search for the duplicate patient records and click the name of the patient record to be deactivated.
Click the patient's name to open the demographic editor.
Click Deactivate.
Click Yes to confirm the patient's deactivation.
Patient records that have been deactivated in error can be reversed by clicking Reactivate in the demographic edit screen.
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