Working With the EDM for Sun Master Patient Index

Maintaining Comment Information in a Patient Profile

You can add, modify, and delete comments 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 47 View/Edit Page - Comment Information

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

Adding a Comment to a Patient Profile

If you need to record additional information about a patient, you can add a comment to the patient’s profile, either in the SBR or a system record. Comments can include any information that you feel is relevant for the patient profile, such as a reason for deactivating a profile, notes about possible duplicate profiles, and so on.

ProcedureTo Add a Comment 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 a comment to the SBR, select Comment under SBR in the EUID tree in the left portion of the View/Edit page.

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

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

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

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


Modifying a Comment in a Patient Profile

You can modify existing comments in the SBR and in the system records of a patient profile.

ProcedureTo Modify a Comment 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 Comment under SBR in the EUID tree in the left portion of the View/Edit page.

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

  3. Select the comment code of the comment you want to modify.

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

Once you have added a comment to a patient profile, you can delete the comment from the affected system record if it is no longer useful or accurate. Once a comment is deleted from a patient profile, the deletion cannot be undone.

ProcedureTo Delete a Comment 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 a comment from a system record, do the following:

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

    2. Under the Comment node, select the comment code of the comment you want to remove.

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

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


    Note –

    You can only delete a comment 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.