Patient EDM Update Tips

There are special circumstances for updating patient profiles, such as cases where two users update the same profile at the same time, or when updating the SBR rather than updating a system record.

Concurrent Users

If you have the same patient profile open for editing as another Patient EDM user, only the user who commits their changes first will be able to save their changes. If you try to commit changes after the first user clicks Commit, an error message appears and you will be unable to commit your changes. In order to update the profile with your changes, you must reload the profile by performing a search for that profile. You can then edit the profile and commit your changes.

Updating the SBR and Updating System Records

Every time a system record is updated, the survivor calculator determines whether the new information should be populated into the SBR. This includes updates from the Patient EDM and from local systems. Typically, when you update information in a patient profile, you update the system record, which kicks off the survivor calculator. However, the Patient EDM also allows you update the SBR directly, overriding the survivor calculator's version of the SBR.

When you update an SBR field, the overwrite check box is automatically selected so you can save the changes to the database. You can also select the overwrite check box to lock a value in an SBR field and prevent it from being updated by any system record changes or by the survivor calculator until the overwrite check box is cleared. When a field is unlocked, the survivor calculator immediately recalculates the best value for that field based on the system records in the profile.

If a field in a child object, such as an Address or Phone object, is locked, then the key field (in this case, Address Type or Phone Type), is automatically locked. When you add a child object (such as a telephone number or address) directly to the SBR, all fields in that object are automatically locked and cannot be overwritten by the survivor calculator. If you unlock all the fields in that object, it is removed from the SBR by the survivor calculator.

Use this capability cautiously, since fields updated in the SBR cannot be overwritten by new information from local systems until the overwrite check box is cleared. You can only update an SBR and select or clear the overwrite check box if you have explicit security permissions to do so.

VIP Updates

In order to view or modify the fields that are masked by a profile’s VIP status, you must have VIP access permissions. If you do not have VIP access permissions, you cannot add or update a child object, such as an address or telephone number, that contains fields affected by the VIP mask.