Maintaining Alias Information in a Patient Profile

You can add, modify, and delete alias names 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 45 View/Edit Page - Alias Information

Adding an Alias to a Patient Profile

If you find that a patient is known by a name other than those recorded in the master index application, you can add the name as an alias to the patient’s profile, either to the SBR or the affected system record.

To Add an Alias 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 alias to the SBR, select Alias under SBR in the EUID tree in the left portion of the View/Edit page.

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

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

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

5. Click Commit.

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

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   Note –

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

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Modifying a Patient’s Alias Information

If an alias was entered in error for a patient profile, you can modify the alias in the SBR or the affected system record.

To Modify an Alias in a Patient Profile

1. Using one of the search methods described in Searching for Patient ProfilesSearching 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 Alias under SBR in the EUID tree in the left portion of the View/Edit page.

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

3. Select the alias folder containing the alias information you want to modify.

4. Modify the fields in the right portion of the page (for more information, see About Alias 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 an Alias from a Patient Profile

If an existing alias name for a patient is no longer valid or was entered in error, you can delete the obsolete alias from the affected system record. Once an alias is deleted from a patient profile, the deletion cannot be undone.

To Delete an Alias 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. Select Alias under the appropriate system record in the EUID tree in the left portion of the View/Edit page.

3. Under the Alias node, select the alias you want to remove.

4. In the lower left portion of the page, click Remove Alias.

5. Click Commit.

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