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Working With the EDM for Sun Master Patient Index
Book Information
Working With the EDM for Sun Master Patient Index
Related Topics
About the Patient EDM
About Sun Master Patient Index
Features of Sun Master Patient Index
Functions of the Patient EDM
Learning about Patient Profiles
Patient Profile Components
System Records
Single Best Record
Survivor Calculator
Patient Profile Indicators
System Record and SBR Components for Sun Master Patient Index
The Person Object
Address Objects
Phone Objects
Alias Objects
AuxId Objects
Comment Objects
Identification Numbers for each Patient
EUID
Local ID
Auxiliary ID
Working with the Patient EDM
Logging in to the Patient EDM
To Log in to the Patient EDM
Security Permissions for the Patient EDM
Navigation Tips for the Patient EDM
Navigating the Patient EDM Functions
Navigating the Search Pages
Navigating the Detail Pages
Logging Out of the Patient EDM
Learning About Patient Queries
About the Patient EDM Search Function
The Simple Person Lookup Page
The Advanced Person Lookup (Alpha) Page
The Advanced Person Lookup (Phonetic) Page
The Comparison Lookup Page
The Search Result Page
Types of Searches on the Patient EDM
EUID Lookup
Social Security Number Lookup
Local ID Lookup
Advanced Person Lookup (Alpha)
Advanced Person Lookup (Phonetic)
Comparison Lookup
Searching by Ranges on the Patient EDM
Required Fields on the Patient EDM
Searching for Patient Profiles
Performing an EUID Lookup on the Patient EDM
To Perform an EUID Lookup
Performing a Social Security Number Lookup on the Patient EDM
To Perform a Social Security Number Lookup
Performing a Local ID Lookup on the Patient EDM
To Perform a Local ID Lookup
Performing an Advanced Alphanumeric Lookup on the Patient EDM
To Perform an Advanced Alphanumeric Lookup
About Alphanumeric Search Fields on the Patient EDM
Performing an Advanced Phonetic Lookup on the Patient EDM
To Perform an Advanced Phonetic Lookup
About Phonetic Search Fields on the Patient EDM
Performing an EUID Comparison Lookup on the Patient EDM
To Perform an EUID Comparison Lookup
Working with Search Results on the Patient EDM
Viewing the Results of a Search
To View the Results of a Search
Selecting a Profile from the Results List
To Select a Profile to View
Creating and Printing a Search Result Report
To Create and Print a Search Result Report
Patient Profile Views
Patient Profile Details
The Tree View
Information Fields
Patient Profile Comparisons
Patient Profile Transaction Histories
Patient Profile Merge Histories
The Patient EDM Audit Log
Viewing Patient Profiles
Viewing a Patient’s Demographic Information
To View Demographic Information
About Demographic Fields on the Patient EDM
Viewing a Patient’s Addresses
To View Address Information
About Address Fields on the Patient EDM
Viewing a Patient’s Telephone Numbers
To View Telephone Numbers
About Telephone Fields on the Patient EDM
Viewing a Patient’s Aliases
To View Alias Names
About Alias Fields on the Patient EDM
Viewing a Patient’s Auxiliary IDs
To View Auxiliary IDs
About Auxiliary ID Fields on the Patient EDM
Viewing Comments Associated with a Patient
To View Comments
About Comment Fields on the Patient EDM
Comparing Patient Information
Viewing a Patient's Transaction History
To View a Transaction History
About Transaction History Search Fields on the Patient EDM
About Transaction History Results Fields on the Patient EDM
Transaction History Transaction Types on the Patient EDM
Comparing two Patient Profiles
To Compare twoPatient Profiles
Comparing Records in one Patient Profile
To Compare Records in one Patient Profile
Viewing a Patient Profile's Merge History
Viewing a Merge History Tree on the Patient EDM
To View a Patient’s Merge History
Viewing a Patient Profile From a Merge History Tree
To View a Patient Profile From a Merge History Tree
Viewing the Patient EDM Audit Log
To View the Audit Log
About Audit Log Search Fields on the Patient EDM
About Audit Log Search Results Fields on the Patient EDM
Audit Log Functions on the Patient EDM
Adding a Patient Profile on the Patient EDM
Step 1: Obtain Information about the Patient
Step 2: Specify a System and Local ID
To Specify a System and Local ID
Step 3: Specify Demographic Information
To Specify Demographic Information
Step 4: Specify Alias Information
To Specify Alias Information
Step 5: Specify Address Information
To Specify Address Information
Step 6: Specify Telephone Information
To Specify Telephone Information
Step 7: Specify Auxiliary IDs
To Specify Auxiliary IDs
Step 8: Add Comments to the Patient Profile
To Add Comments
Step 9: Save the Patient Profile
To Save the Patient Profile
Learning About Patient EDM Maintenance Tasks
Matching Probability Weights
Merging Profiles on the Patient EDM
Surviving and Non-surviving Profiles
System Record Merges
Undoing a Merge
Assumed Matches
Potential Duplicates
Handling Potential Duplicates
Merge
Resolve
Patient EDM Update Tips
Concurrent Users
Updating the SBR and Updating System Records
VIP Updates
Maintaining Patient Information
Modifying Demographic Information in a Patient Profile
To Modify Demographic Information
Maintaining Address Information in a Patient Profile
Adding Addresses to a Patient Profile
To Add an Address to a Patient Profile
Modifying Address Information
To Modify an Address in a Patient Profile
Deleting Addresses from a Patient Profile
To Delete an Address From a Patient Profile
Maintaining Telephone Information in a Patient Profile
Adding Telephone Numbers to a Patient Profile
To Add a Telephone Number to a Patient Profile
Modifying Telephone Information
To Modify a Telephone Number in a Patient Profile
Deleting Telephone Numbers from a Patient Profile
To Delete a Telephone Number From a Patient Profile
Maintaining Alias Information in a Patient Profile
Adding an Alias to a Patient Profile
To Add an Alias to a Patient Profile
Modifying a Patient’s Alias Information
To Modify an Alias in a Patient Profile
Deleting an Alias from a Patient Profile
To Delete an Alias From a Patient Profile
Maintaining Auxiliary ID Information in a Patient Profile
Adding an Auxiliary ID to a Patient Profile
To Add an Auxiliary ID to a Patient Profile
Modifying Auxiliary ID Information
To Modify an Auxiliary ID in a Patient Profile
Deleting an Auxiliary ID from a Patient Profile
To Delete an Auxiliary ID From a Patient Profile
Maintaining Comment Information in a Patient Profile
Adding a Comment to a Patient Profile
To Add a Comment to a Patient Profile
Modifying a Comment in a Patient Profile
To Modify a Comment in a Patient Profile
Deleting a Comment from a Patient Profile
To Delete a Comment From a Patient Profile
Updating the Single Best Record Directly
Locking an SBR Field on the Patient EDM
To Lock a Field in the SBR
Unlocking an SBR Field on the Patient EDM
To Unlock an SBR Field
Maintaining System Records on the Patient EDM
Adding a System Record to a Patient Profile
To Add a System Record to a Patient Profile
Deactivating a System Record in a Patient Profile
To Deactivate a System Record
Reactivating a System Record in a Patient Profile
To Reactivate a System Record
Changing Patient Profile Status
Deactivating a Patient Profile
To Deactivate a Patient Profile
Reactivating a Patient Profile
To Reactivate a Patient Profile
Working with Potential Duplicate Patient Profiles
Finding Potential Duplicate Patient Profiles
To Find Potential Duplicates
About Matching Review Search Fields on the Patient EDM
About Potential Duplicate Results Fields on the Patient EDM
Merging Potential Duplicate Patient Profiles
To Combine Patient Profiles
To Combine System Records
Resolving Potential Duplicate Patient Profiles
To Resolve two Potential Duplicate Profiles
Working with Assumed Matches on the Patient EDM
Finding Assumed Matches on the Patient EDM
To Find Assumed Matches
About Assumed Match Results Fields on the Patient EDM
Reversing an Assumed Match on the Patient EDM
To Reverse an Assumed Match
Combining Patient Information
Merging Patient Profiles
To Merge Patient Profiles
Merging System Records on the Patient EDM
To Merge System Records
Unmerging Patient Information
Unmerging Patient Profiles
To Unmerge two Merged Patient Profiles
Unmerging System Records on the Patient EDM
To Unmerge two Merged System Records
Learning About Patient EDM Reports
Patient EDM Production Reports
Patient EDM Activity Reports
Patient EDM Search Result Reports
Configuring Patient EDM Reports
Masked Data and Patient EDM Reports
Running Patient EDM Reports
To Run Reports From the Patient EDM
About Report Search Fields on the Patient EDM
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