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Completing a Patient Merge

  • Setting up User Account to be Part of the Merge Process
  • Clear Single Thread Processing Issues
  • Setting up a new Inpatient Location (Ward)
  • Delete an ANATOMIC PATHOLOGY Unable to Complete
  • Samba Restart for BCMA Error Running CareVue Executable
  • Dropping the CareVue Runtime Folder
  • Inactivating Ward Location
  • Steps to Create a New Menu Option
  • How to Resolve: Collection List is Not Printing
  • Custom View Search Option for Note Titles
  • Patient Merge Ancillary Data Review Option Requirements
  • Manually creating PTF record in Putty
  • Turn on Auditing for a Particular Field in a File
  • Change the Pick List Start/Stop Date/Time
  • Change the IV Batch Fill Time
  • Change Medication Expiration Time for Wards
  • Modify A Patient Movement In FileMan
  • Add Case Managers to Immunizations Case Data
  • Change a Schedule’s Admin Times
  • Troubleshooting Notification Issues
  • Run a Formulary Report From a Windows Workstation
  • Editing a Group Note Title Name
  • Adding New Users to File Imed Consent Documents through Mirth
  • ROOM-BED Sharing Between Two Wards
  • Audit a Deleted Scanned Image
  • Set up Hospital Ward Location
  • Restandardizing Immunization Table
  • Fix Error When Trying to Exchange a Reminder Dialog
  • Add a Default Med Route to a Pharmacy Orderable Item
  • Assign Student User Class so Notes Require a Cosigner
  • All FAQs
  • Print a Medication Administration History for Scheduled Down Time
  • Vaccines not Displaying on Immunization Print Out
  • Hiding/Viewing Retracted Notes in CareVue
  • Add NO HOME MEDS Entry to Drug File
  • Create a Reminder Dialog Element with an Orderable Linked
  • Add a DEA Number and NPI to Prescribers
  • Add a Formulary Alternative to a Medication
  • Cancel a Lab Test that Has Been Verified
  • Assigning Default Cosigner in CareVue
  • How to add the Provider Security Key to a User
  • Add a Synonym to an Orderable Item
  • Change Lab Medical Director’s Name
  • Audit Report to See When Users Signed On
  • Instructions on Setting up User Access for BCMA Reports
  • Set up a Default Note Title
  • View ADT HL7 Message in OpenVista
  • Add New Vital Qualifiers
  • Creating Fileman Report to Locate Inactive CPT Code in Charge Master
  • Add Special Instructions to a Pharmacy Orderable Item
  • Changing Collection Sample Order
  • Steps to Add the Person Class to Nurse Users
  • Troubleshoot BCMA Scanning Issue with Synonym Lookup
  • Add Info to a Physician’s Profile
  • Add/Delete Medication Dosages
  • Enter/Edit High Dose Medication Alert
  • Changing the Hospital Name – Lab Reports
  • Pull Lab Results in to a Note Title
  • What do the Error Messages in BCMA Mean?
  • Menu options for HBIPS Reports
  • Disable the Duplicate Drug Class Order Check
  • Status Time Radiology Report
  • Reassign a Note to Correct Patient
  • Add a Header to Reports printed from the Reports tab in CareVue
  • Export Pharmacy Drug File Report
  • Days Lab Orders Will Display on Coversheet
  • Attaching Scanned Images/Documents to a Note in CareVue
  • Restarting Application in Glassfish
  • Remove an Expected Cosigner
  • Determine the Drugs Associated with an Allergy (Including Food Allergies)
  • Adding a Web Link for External Application to CareVue Menu
  • Inactivating a Laboratory Test
  • Delete a Lab Test
  • Delete a Surgical Pathology Accession
  • Extend Stop Date for Medication Orders
  • Unflag an Order
  • Creating New Template Fields
  • Deleting Comments from Lab Results
  • Add Website to CareVue Resources
  • Set up a Custom View for Note Title Display
  • Edit the Blood Bank CareVue Report
  • Verify a DEA Number for a Provider
  • Find Errors in Lab Interface Messages
  • Steps to Exchange a Reminder Dialog Out
  • Testing Interface Connections from Mirth
  • Fix Collection List is Still Building Error
  • Limiting Outpatient Prescription Printing
  • Steps to Inactivate a Note Title
  • Troubleshooting a DEVICE – Tips
  • Assign a Surrogate for Notifications
  • Adding a Reference Site to the Information Button in CareVue
  • Fix Mumps Error Received on CareVue Labs Tab on Micro Result
  • Link a Shared Template to a Note
  • NonVerified Pharmacy Order Clean-Up Tool
  • Troubleshooting Errors in the Error Trap
  • BCMA – Setting Individual User View Back To Default
  • Check Required Services in CareVue
  • Lab Collection List Setup
  • Cancelling Radiology Exams with a Parent Exam
  • Using the Find Command in Linux
  • Updating MySQL User Password for Mirth
  • Set or Change Lab Orders Default Printer
  • Change – Changing password aging parameters
  • Editing the Splash Screen that Appears Upon CareVue Login
  • Change Vitals Ranges
  • GUI Desktop in Linux
  • Add/Inactivate Exams Listed on the Wellness Tab
  • Set Up Notifications
  • Change HFS Device Path and Default Directory
  • Remove an Additional Signer
  • Export a CareVue Template
  • Job Exam on GT.M Systems
  • Changing CareVue Timeout
  • Acrobat Failure To Connect To A DDE Server Error
  • Import a CareVue Template
  • Creating a New Mail Group to Send Notifications
  • Linux Volume Expansion
  • How to add a New Display Group
  • How To Search Routines For A String
  • Changing File Ownership (chown)
  • Resending Bulk Messages through Mirth Changing Message Control ID
  • Change Charge Master Item Number
  • The Locktable at a GT.M Site from the Programmer Prompt
  • Set up or Change Lab Charge Point
  • Windows – How To Stop/Start A Service – Like GF
  • Adding Flag to Patient Chart
  • Changing Permissions With chmod (numbers)
  • Setting Parameter to Stop Mumps Error when Entering New Charge Master Item
  • Access List of Running Tasks
  • Changing Windows Display Setting so all of CareVue Dialog Appears
  • The Locktable in CACHE (from the programmer prompt)
  • Changing Rad/Nuc Report Headers and Footers
  • Create a New PDO Using a Selected Progress Note Health Summary
  • Adding an Administrative Update User with Notifications to a Consult
  • Schedule the ORMTIME RUN Task
  • Add or Remove Med Routes From a Dosage Form
  • Clear CIANB Resource
  • Open Vista Quick Reference Guide – Tips and Tricks
  • Change Charges from Multi Dose to Single Dose
  • Start Taskman
  • Change a Provider Attached to an Order in Fileman
  • Configuring Putty
  • Review Data Innovations Messages in OpenVista
  • Administer a Medication After Discharge
  • PE Installation/Upgrade Instructions
  • Create a Lab Charge Master Report Sorted by Accession Area
  • Customizing the OpenVista Backup
  • Change or Add Text to Delayed Order Prompts
  • Enable Noupdates Mode for CareVue
  • Printing to a Device in Putty
  • BCMA CCOW Error
  • Reviewing Mirth Server Logs
  • Check error-log entries related to interfaces
  • Enable the Trace Log on a PC
  • Patient Lock – Trouble Finding Lock On Orders Tab
  • Print to an HFS Device
  • Checking Queues in Mirth Interface Engine
  • Adding Start Date/Time to Generic Order
  • Changing How Many Columns Appear on CareVue Order Menu
  • Fix Issue where CareVue Dev icon is launching CareVue Prod
  • Adding a Group to Forward a Notification
  • Creating New Category II Patient Record Flag
  • Fixing the “An Operation was attempted on something that is not a socket” Error
  • HL7 Filers Ghost Process Q & A
  • HL7 Find Protocol and Routine
  • Restarting Glassfish
  • Adding Physician to Mirth
  • Enter Local Possible Dosages
  • Install PE jar File on a Windows Machine
  • Restarting Journaling in a GT.M Environment
  • HL7 Incoming & Outgoing Filers
  • Creating Pediatric Blood Pressure Vital
  • Installing JAVA on Windows 7 (64-bit) OS and IE 9 (32-bit) version
  • HL7 Link Manager
  • Editing Auto-Discontinue Admission Event
  • Setting Up A Printer In OpenVista
  • Deleting a Rad/Nuc Report
  • Admit, Transfer, and Discharge Patient Manually in OpenVista
  • HL7 Start, Stop Individual Logical Links
  • Viewing Mailman Messages in OpenVista/Putty
  • Printing Multiple Note Documents for a Patient
  • Check Lab Interface Messages in OpenVista from Data Innovations
  • Setting up Health Summary Lists
  • HL7 System Link Monitor
  • Complete or Stop a Patient Specific IV Without Scanning
  • Starting the CareVue CIA Listener
  • How to Determine the Drugs Associated with an Allergy
  • Editing Auto-Discontinue Discharge Event
  • Editing Common Procedure Flag for Rad/Nuc Orderable Items
  • Increasing Heap Allocation for MirthConnect
  • Microbiology Trend Report
  • Starting the RPC Broker
  • Mirth Java Version
  • Adding Consult Procedure Service to ALL SERVICES to Show on the Consult Tab
  • Editing Rad/Nuc Procedure Name
  • Add Injection Sites for BCMA
  • Mirth Channel Restart
  • Allocate and De-Allocate User Keys
  • Procedure Setup Including Charge Dropping Configuration
  • Editing Auto-Discontinue Transfer Event
  • Adding a New Division to a User
  • Mirth Update User Java Settings
  • Inactivating a User in Radiology
  • Assign @ Fileman Access
  • Remove An HL7 Message Manually
  • Assign User Fileman as a Secondary Menu Option
  • Overriding a Rad/Nuc Med Report from Draft to Verified
  • Delete an Accessioned Lab Test
  • Complete or Stop a Ward Stock IV Without Scanning
  • Reprocess HL7 Message within OpenVista
  • Default a Ward for a User
  • Checking an Option to See if it is Locked by Security Key
  • How to Add a New Dosage to a Dispense Drug
  • Default Stop Date for a Medication
  • Overriding a Rad/Nuc Med Exam Case to Complete
  • Reprocess Multiple Error Messages in Mirth
  • Clearing an Electronic Signature
  • Clear Pending Pharmacy Orders
  • Enable Order Checks in CareVue
  • Surrogate in Putty
  • Add Room/Bed to Dietary Package
  • Create Verify Code in CareVue
  • Creating a Generic Disposition for Patient Dashboard
  • Overriding Exams to Complete
  • Edit the BCMA Missing Dose Printer and Notification Mail Group
  • Enable Session Output for Putty
  • Reset an Electronic Signature
  • Resending a message within Mirth
  • Set Provider Census Outpatient Parameters
  • Entering and Editing Rad Personnel Classification
  • Look up a User’s Access/Verify Codes
  • Remove a Patch in BCMA
  • Edit Patient Lookup Parameters for BCMA
  • Resolve Processing ID Mismatch with Site Parameters Error
  • Setting up User Quick Orders
  • Set or Change Default Rad Orders Printer
  • Person Class Entry
  • Restarting Lab Orders and Results Interfaces Connected to DI – Cache
  • How to Change Wards to Units in CareVue
  • Adding New User to Existing Team
  • Steps for Manually Adding Language to Patient Chart
  • Remove the Expiration Date from PERSON CLASS
  • Restarting Lab Orders and Results Interfaces Connected to DI – Linux
  • Import a CCDA
  • Adding New Lab Test to Charge Master
  • Team List Management Configuration Instructions
  • Edit/Modify Lab POC Results
  • User Profile Inquiry & User Class
  • Searching for Messages within Mirth
  • How to Unlock a Visit that Has Been Locked
  • No Available Bags in BCMA
  • Verify Code Can No Longer be Left Blank
  • Attach Images from the Tools Option in CareVue
  • Deleting a Division from Edit Existing User Option
  • Set Up Message Pruning in Mirth
  • Auto Save Settings for Notes
  • Grant Access to Write Medication Orders
  • Starting and Stopping MySQL and Mirth
  • Viewing Future Visits in CareVue
  • Mark a Patient Record as Sensitive and View Report
  • Correct Template Error That is Caused When Deleting Note Titles
  • Transcription Logical Link Configuration
  • Add Immunization Manufacturer and Lot Number
  • Define or Change Default Printer for Consults
  • Using the Display User Access to Patient Report for Auditing
  • Creating a Health Summary to Link to Patient Data Objects
  • Find a Fileman Global Structure
  • Run Pharmacy Charge Master Report
  • Completing a Patient Merge
  • How to Release Locks or Kill Jobs
  • Find HL7 Message Exceptions
  • Creating a Progress Note Health Summary to Link to Patient Data Objects
  • Setting up Laboratory Medical Director on Auto-Fax Documents
  • MySQL and Mirth Autostart
  • Correct Date of Death to Complete Duplicate Record Merge
  • Change Dosage Form for a Pharmacy Orderable Item
  • Reactivate Providers that have been Inactivated
  • Color Coded Patch Given/Removed Guide
  • Duplicate Record Merge Troubleshooting
  • Add New Lot Number – Immunizations
  • Auditing Who Entered a Patient Movement in OpenVista
  • Run Fileman Report for Specific Notes Written During Time Period
  • Add Pregnancy-Lactation Status
  • Creating New TIU Note Title
  • MySQL Show Running Queries
Home EHR Carevue Frequently Asked Questions Completing a Patient Merge

Download PDF

 
The mechanism for performing a record merge on two patients is often necessary for several reasons:

 
1) Same patient may have two different medical record numbers; name the same
2) Same patient may have two different name spellings that are similar and two different medical records numbers
3) Patient may have two records with same name spelling, but two different birthdays that are close (typographical entry error) or different Social Security Numbers (typographical entry error).
4) The process that allows a Duplicate Patient Record Merge starts in the ADT system – merge must be done in ADT system FIRST.
5) The process in OpenVista performs numerous checks before the merge actually takes place.

 
DUPLICATE PATIENT RECORD MERGES ARE IRREVERSIBLE. ONCE IT IS DONE, IT IS DONE!!!!

 
Security Keys required:
XDR – This key allows access to the Duplicate Resolution System.
DG ELIGIBILITY – allows the scheduling of Patient Merge records
XDRMGR – This key allows a user access to the Kernel Duplicate Resolution Manager Utilities. It should only be given to the people responsible for management of the various Duplicate Resolution packages. Ex. Pt Registration.

 
Mail Group – Group Name: PATIENT MERGE (delivered with system)

 
MSC PATIENT RECORD MERGE MENU Duplicate Record Merge Menu
1 Check Pair of Records to see if Duplicates
2 Identify Potential Merge Problems
3 Add Verified Duplicate Pair
4 Ancillary Data Review
5 Approve verified duplicates for merging
6 Schedule Process to Merge Verified Duplicates
7 Check Merge Process Status (reverse order)
8 MailMan Menu …

 
Step 1-Check Pair of Records to see if Duplicates
Select Duplicate Record Merge Menu Option:1 Check Pair of Records to see if Duplicates
COMPARE PATIENT: KETCHUM,BENEE D KETCHUM,BENEE D 4-9-44 DOWN1010 Female
WITH PATIENT: KETCHEM,BENEE KETCHEM,BENEE 4-9-44 DOWN1011 Female
DEVICE: HOME// TELNET
RECORD1 [#21] RECORD2 [#22]
KETCHUM,BENEE D KETCHEM,BENEE
CMOR SCORE = 50 CMOR SCORE = 50
—————————————————————————-
**** NAME “KETCHUM,BENEE D” “KETCHEM,BENEE”
SEX FEMALE FEMALE
DATE OF BIRTH 04/09/1944 04/09/1944
CHECK FOR DUPLICATE YES YES
RECORD1 [#21] RECORD2 [#22]
KETCHUM,BENEE D KETCHEM,BENEE
CMOR SCORE = 50 CMOR SCORE = 50
—————————————————————————-
HOW WAS PATIENT ENTERED?
MANUAL DOWNTIME MANUAL DOWNTIME
SERVICE CONNECTED? NO NO
PERIOD OF SERVICE
HUMANITARIAN (NON-VET) HUMANITARIAN (NON-VET)
RECORD1 [#21] RECORD2 [#22]
KETCHUM,BENEE D KETCHEM,BENEE
CMOR SCORE = 50 CMOR SCORE = 50
—————————————————————————-
PRIMARY ELIGIBILITY CODE
HUMANITARIAN EMERGENCY HUMANITARIAN EMERGENCY
PRIMARY LONG ID “–” “–”
NAME COMPONENTS 2 2
RECORD1 [#21] RECORD2 [#22]
KETCHUM,BENEE D KETCHEM,BENEE
CMOR SCORE = 50 CMOR SCORE = 50
—————————————————————————-
TYPE NON-VETERAN (OTHER) NON-VETERAN (OTHER)
CMOR ACTIVITY SCORE 50 50
SCORE CALCULATION DATE 8/10/11 8/10/11
RECORD1 [#21] RECORD2 [#22]
KETCHUM,BENEE D KETCHEM,BENEE
CMOR SCORE = 50 CMOR SCORE = 50
—————————————————————————-
VETERAN (Y/N)? NO NO
**** ENTERPRISE PATIENT IDENTIFIER “1010” “1011”
RECORD1 [#21] RECORD2 [#22]
KETCHUM,BENEE D KETCHEM,BENEE
CMOR SCORE = 50 CMOR SCORE = 50
—————————————————————————-
PATIENT ELIGIBILITIES 1 entry 1 entry
NAME VALUE = 60 MAX POSSIBLE = 100
SEX VALUE = 20 MAX POSSIBLE = 20
DATE OF BIRTH VALUE = 60 MAX POSSIBLE = 60
DUPLICATE THRESHOLD % 60
DUPLICATE SCORE % 78

 
Step 2-Identify Potential Merge Problems
Select Duplicate Record Merge Menu Option:2 Identify Potential Merge Problems
DEVICE: HOME// TELNET Right Margin: 80//
Select PATIENT NAME: KETCHUM,BENEE D KETCHUM,BENEE D 4-9-44 DOWN1010 Female
Select PATIENT NAME: KETCHEM,BENEE KETCHEM,BENEE 4-9-44 DOWN1011 Female

 
No Problems Found….

 
Step 3-Add Verified Duplicate Pair
Select Duplicate Record Merge Menu Option:3 Add Verified Duplicate Pair
Add entries from which File: PATIENT
Select PATIENT: KETCHUM,BENEE D KETCHUM,BENEE D 4-9-44 DOWN1010 Female
Another PATIENT: KETCHEM,BENEE KETCHEM,BENEE 4-9-44 DOWN1011 Female
You will be adding the following pair of records to the duplicate record file:
RECORD1: KETCHUM,BENEE D
RECORD2: KETCHEM,BENEE
Ok, continuing, hold on …
Determine if these entries ARE or ARE NOT duplicates.
RECORD1 [#21] RECORD2 [#22]
KETCHUM,BENEE D KETCHEM,BENEE
CMOR SCORE = 50 CMOR SCORE = 50
—————————————————————————-
**** NAME “KETCHUM,BENEE D” “KETCHEM,BENEE”
SEX FEMALE FEMALE
DATE OF BIRTH 04/09/1944 04/09/1944
CHECK FOR DUPLICATE YES YES
RECORD1 [#21] RECORD2 [#22]
KETCHUM,BENEE D KETCHEM,BENEE
CMOR SCORE = 50 CMOR SCORE = 50
HOW WAS PATIENT ENTERED? MANUAL DOWNTIME MANUAL DOWNTIME
SERVICE CONNECTED? NO NO
PERIOD OF SERVICE HUMANITARIAN (NON-VET) HUMANITARIAN (NON-VET)
RECORD1 [#21] RECORD2 [#22]
KETCHUM,BENEE D KETCHEM,BENEE
CMOR SCORE = 50 CMOR SCORE = 50
—————————————————————————-
PRIMARY ELIGIBILITY CODE HUMANITARIAN EMERGENCY HUMANITARIAN EMERGENCY
PRIMARY LONG ID “–” “–”
NAME COMPONENTS 2 2
RECORD1 [#21] RECORD2 [#22]
KETCHUM,BENEE D KETCHEM,BENEE
CMOR SCORE = 50 CMOR SCORE = 50
—————————————————————————-
TYPE NON-VETERAN (OTHER) NON-VETERAN (OTHER)
CMOR ACTIVITY SCORE 50 50
SCORE CALCULATION DATE 8/10/11 8/10/11
RECORD1 [#21] RECORD2 [#22]
KETCHUM,BENEE D KETCHEM,BENEE
CMOR SCORE = 50 CMOR SCORE = 50
—————————————————————————-
VETERAN (Y/N)? NO NO
**** ENTERPRISE PATIENT IDENTIFIER “1010” “1011”
RECORD1 [#21] RECORD2 [#22]
KETCHUM,BENEE D KETCHEM,BENEE
CMOR SCORE = 50 CMOR SCORE = 50
—————————————————————————-
PATIENT ELIGIBILITIES 1 entry 1 entry

 
Select one of the following:
V VERIFIED DUPLICATE
N VERIFIED, NOT A DUPLICATE
U UNABLE TO DETERMINE
H HEALTH SUMMARY
R REVIEW DATA AGAIN
S SELECT/REVIEW OVERWRITES
Select Action: HEALTH SUMMARY// VERIFIED DUPLICATE

 
RECORD1 [#21] RECORD2 [#22]
KETCHUM,BENEE D KETCHEM,BENEE
Select one of the following:
1 RECORD1 INTO RECORD2
2 RECORD2 INTO RECORD1
Which record (1 or 2) should be MERGED INTO the other record: RECORD1 INTO
RECORD2// 2 RECORD2 INTO RECORD1
BE CAUTIOUS HERE AS THE DEFAULT IS RECORD 1 INTO RECORD 2
Do you want to ADD another pair (Y/N)? NO

 
Step 4 – Run it three times, once for each service.
Ancillary Data Review – note: before the Ancillary Data Review can be done, the user performing the Merge process must be added to the Mail Group that governs notification of Patient merge. There are instructions how to do this at the end of this document.

 
Select ANCILLARY SERVICE:RADIOLOGY
Select a POTENTIAL DUPLICATE ENTRY: KETCHUM
Searching for a PATIENT, (pointed-to by RECORD1)
Searching for a NEW PERSON, (pointed-to by RECORD1)
Select ANCILLARY SERVICE:LABORATORY
Select a POTENTIAL DUPLICATE ENTRY: KETCHUM
Searching for a PATIENT, (pointed-to by RECORD1)
Searching for a NEW PERSON, (pointed-to by RECORD1)
Select a POTENTIAL DUPLICATE ENTRY: KETCHUM
Searching for a PATIENT, (pointed-to by RECORD1)
KETCHUM,BENEE D 4-9-44 DOWN1010 Female
…OK? Yes// (Yes) KETCHEM,BENEE REQUIRES RESOLUTION
Determine if these entries ARE or ARE NOT duplicates.
MERGE FROM [#22] MERGE TO [#21]
KETCHEM,BENEE KETCHUM,BENEE D
—————————————————————————-
**** UD LAST ADMISSION DATE 8/10/11 12:36:05 8/10/11 12:34:14
UD DISCHARGE FLAG PATIENT HAS BEEN DIS PATIENT HAS BEEN DIS
CHARGED CHARGED
Type <Enter> to continue or ‘^’ to exit:
MERGE FROM [#22] MERGE TO [#21]
KETCHEM,BENEE KETCHUM,BENEE D
—————————————————————————-
Select one of the following:
V VERIFIED DUPLICATE
N VERIFIED, NOT A DUPLICATE
U UNABLE TO DETERMINE
H HEALTH SUMMARY
R REVIEW DATA AGAIN
S SELECT/REVIEW OVERWRITES
Select Action: HEALTH SUMMARY// VERIFIED DUPLICATE

 
Step 5- Approve verified duplicates for merging
1 Entries are awaiting approval for merging Return to continue…
1 KETCHEM,BENEE — [22]
KETCHUM,BENEE D — [21]
Select entries to approve them for merging: (1-1): 1

 
Step 6-Schedule Process to Merge Verified Duplicates – requires the ‘DR ELIGIBILITY’ SECURITY KEY
1 Entries Ready to be included in merge
This process will take a **LONG** time (usually over 15 hours, and sometimes
considerably longer), but you CAN stop and restart the process when you
want using the options. OK? YES
Name for Merge Process: KETCHUM
START DATE/TIME: NOW (AUG 10, 2011@15:00:48)
Merge process ‘KETCHUM’ for Verified Duplicates in File 2 scheduled
as task 122291163.

 
Step 7-Check Merge Process Status (reverse order)
Merge Set Start Stat Last Chk Phase File Entry
KETCHUM 08/10 15:00 C 08/10 15:00
DATA CHECKING 08/10 15:00 C 08/10 15:00
LAB SERVICE 08/10 15:00 C 08/10 15:00
INTEGRATED BILL 08/10 15:00 C 08/10 15:00
ACCOUNTS RECEIV 08/10 15:00 C 08/10 15:00
FEE BASIS 08/10 15:00 C 08/10 15:00
ICR – IMMUNOLOG 08/10 15:00 C 08/10 15:00
NDBI 08/10 15:00 C 08/10 15:00
CLINICAL INFO R 08/10 15:00 C 08/10 15:00
ENROLLMENT APPL 08/10 15:00 C 08/10 15:00
PATIENT FILE 08/10 15:00 C 08/10 15:00
THREAD 2 08/10 15:00 C 08/10 15:00
THREAD 3 08/10 15:00 C 08/10 15:00

 
Step 8- Before beginning merge add users who will be performing patient merges to the Patient Merge Mail Group.

This editing of the group is only done once during the initial build for Medical Records. New members can be added at any time.

 
Select Systems Manager Menu Option:TEST an option not in your menu
Option entry to test: MAIL GROUP
1 MAIL GROUP COORDINATOR’S EDIT XMMGR-MAIL-GRP-COORDINATOR Mail Group Coordinator’s Edit
2 MAIL GROUP COORDINATOR’S EDIT XMMGR-MAIL-GRP-COORD-W/REMOTES Mail Group Coordinator’s Edit W/Remotes
3 MAIL GROUP EDIT XMEDITMG Mail Group Edit
CHOOSE 1-3:3 XMEDITMG Mail Group Edit
Select MAIL GROUP NAME:PATIENT
1 PATIENT MERGE
2 PATIENT SAFETY NOTIFICATIONS
CHOOSE 1-2:1 PATIENT MERGE
MAIL GROUP NAME: PATIENT MERGE//
Select MEMBER:: HIMS,TECH// KETCHUM,BENEE BDK
Are you adding’KETCHUM,BENEE’ as a new MEMBER (the 3RD for this MAIL GROUP)? No
// Y (Yes)
TYPE:
Select MEMBER::
DESCRIPTION:
This mail group will receive messages regarding duplicate record merge
and ancillary review for duplicate record merge.
Edit? NO//
TYPE: public//
ALLOW SELF ENROLLMENT?:
ORGANIZER: LEES,ALLI//
COORDINATOR:
Select AUTHORIZED SENDER::
Select MEMBER GROUP NAME::
Select REMOTE MEMBER::
Select DISTRIBUTION LIST::
Do you wish to forward past mail group messages
to the user(s) you just added to the mail group(s)? No// NO

 
Note: Retiring record patient name will show up with “Alias” next to it in CareVue. If the site doesn’t like this, go to FM. Do an inquiry to Patient file and look at surviving patient record and confirm that the Alias is appearing in the file. Then, enter/edit patient file and edit the Alias field within the file. Change the ALIAS field to match the patient name. Verify it’s removed in CareVue.

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