Maintaining Telephone Information in a Patient Profile

You can add, modify, and delete telephone numbers 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 44 View/Edit Page - Telephone Information

Adding Telephone Numbers to a Patient Profile

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

To Add a Telephone Number 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 telephone number to the SBR, select Phone under SBR in the EUID tree in the left portion of the View/Edit page.

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

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

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

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

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Modifying Telephone Information

If a patient changes telephone numbers, you can update those numbers in the SBR or the affected system record.

To Modify a Telephone Number 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 Phone under SBR in the EUID tree in the left portion of the View/Edit page.

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

3. Select the phone type of the telephone number to be modified.

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

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

To Delete a Telephone Number 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 telephone number from a system record, do the following:

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

   2. Under the Phone node, select the phone type of the telephone number you want to remove.

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

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

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   Note –

   You can only delete a telephone number from the SBR if it was originally added directly to the SBR.

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4. Click Commit.

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