Working With the EDM for Sun Master Patient Index

Maintaining Address Information in a Patient Profile

You can add, modify, and delete addresses in a patient profile. If you make any of these modifications to the system record, the survivor calculator determines what changes, if any, should be made to the SBR. You can only modify information in the SBR if you have overwrite permissions.

Figure 43 View/Edit Page - Address Information

Figure shows the Address view of the View/Edit page.

Adding Addresses to a Patient Profile

If a patient submits additional address information, you might need to add a new address record to the SBR or to the affected system record. You can only add one address of each address type to each SBR or each system record.

ProcedureTo Add an Address to a Patient Profile

  1. Using one of the search methods described in Searching for Patient Profiles, display the patient profile you want to modify on the View/Edit page.

  2. Do one of the following:

    • To add an address to the SBR, select Address under SBR in the EUID tree in the left portion of the View/Edit page.

    • To add an address to a system record, select Address under that system record in the EUID tree in the left portion of the View/Edit page.

  3. Enter the new address information in the fields in the right portion of the page (for more information, see About Address Fields on the Patient EDM).

  4. In the lower left portion of the page, click Add Address.

  5. Click Commit.

    The page refreshes, and, if you modified a system record, the SBR is recalculated based on the new information.


    Note –

    If you added the address to the SBR, all fields in the address record are automatically locked, and will not be updated by incoming system messages until they are unlocked.


Modifying Address Information

If a patient submits additional address information, you might need to modify an address record in the SBR or the affected system record.

ProcedureTo Modify an Address in a Patient Profile

  1. Using one of the search methods described in Searching for Patient Profiles, display the patient profile you want to modify on the View/Edit page.

  2. Do one of the following:

    • To modify the SBR, select Address under SBR in the EUID tree in the left portion of the View/Edit page.

    • To modify a system record, select Address under that system record in the EUID tree in the left portion of the View/Edit page.

  3. Select the address type of the address to modify.

  4. Modify the fields in the right portion of the page (for more information, see About Address Fields on the Patient EDM).

  5. If you are working in the SBR, select the overwrite check box to the left of the field for each field you modify.

  6. When you are done modifying information, click Commit.

    The page refreshes, and, if you modified a system record, the SBR is recalculated based on the new information.

Deleting Addresses from a Patient Profile

If an address for a patient is entered incorrectly or the patient no longer uses an existing address, you can delete the obsolete address from the affected system record. Once an address is deleted from a patient profile, the deletion cannot be undone.

ProcedureTo Delete an Address From a Patient Profile

  1. Using one of the search methods described in Searching for Patient Profiles, display the patient profile you want to modify on the View/Edit page.

  2. To delete an address from a system record, do the following:

    1. Select Address under the appropriate system record in the EUID tree in the left portion of the View/Edit page.

    2. Under the Address node, select the address type of the address you want to remove.

    3. In the lower left portion of the page, click Remove Address.

  3. To delete an address from the SBR, deselect the overwrite check boxes for all field in the address.


    Note –

    You can only delete an address from the SBR if it was originally added directly to the SBR.


  4. Click Commit.

    The page refreshes, and the SBR is recalculated based on the new information.