Navigating the Patient EDM Functions

The actions you can perform on the Patient EDM are grouped into five primary functions: Person Search, Matching Review, History, Create System Record, and Reports. The main menu on all Patient EDM pages provides hyperlinks to each of these functions, as shown in Figure 3. The first page to appear for each function, except the Create System Record function, is a search page. The names of these headings can be modified for your application.

Figure 3 Main Menu Navigation Tools

• Person Search – The Person Search function allows you to perform a search for a patient profile or set of patient profiles in Sun Master Patient Index. From the associated pages, you can compare two patient profiles, compare records in one patient profile, view all information for one patient profile, update a patient profile, view a transaction history of a patient profile, view a patient’s potential duplicates, or merge patient profiles or system records.

• Matching Review – The Matching Review function allows you to perform a search for potential duplicate profiles or for any profiles that were updated by an assumed match. From the associated pages, you can compare, merge, or resolve potential duplicate profiles, and you can view and reverse assumed match transactions.

• History – The History function allows you to perform a search for transaction histories or audit log entries. From the Transaction History pages, you can compare information about a patient before and after a transaction occurred, select patient profiles to unmerge, and view a merge history for a patient profile. From associated Transaction History pages, you can unmerge patient profiles. The audit log pages allow you to view information about transactions in which data about a patient was accessed through the Patient EDM.

• Create System Record – The Create System Record function allows you to create new patient profiles by creating a system record. When you save the information in the system record, Sun Master Patient Index automatically generates the SBR using the survivor calculator.

• Reports – The Reports function allows you to display and print reports about certain transactions performed from both the Patient EDM and from messages sent in from external systems. For information on configuring reports, see Understanding Sun Master Index Configuration Options (Repository). For information about running reports from a command line, see Maintaining Sun Master Indexes.