Working with Potential Duplicate Patient Profiles

The Matching Review function of the Patient EDM allows you to view any patient profiles that are marked as potential duplicates of each other by the master index application. You can search for and view potential duplicate profiles on the Patient EDM, and then fix the potential duplication by either merging or resolving the two profiles. You can view potential duplicates that are resolved, but not those that are merged.

Perform any of the following tasks to monitor and fix potential duplicate profiles.

Finding Potential Duplicate Patient Profiles
Merging Potential Duplicate Patient Profiles
Resolving Potential Duplicate Patient Profiles

Finding Potential Duplicate Patient Profiles

Potential duplicate profiles are determined based on the matching probability weight that indicates how closely two profiles match. You can easily find and compare potential duplicate profiles using the Patient EDM.

Figure 53 Potential Duplicate Comparison Page

image:Figure shows two potential duplicate profiles displayed in a side-by-side comparison.

To Find Potential Duplicates

Obtain information about the patient whose potential duplicates you want to view, such as a system in which they are registered or the login ID of the user who created the patient profile.
On the Patient EDM, select Matching Review.
The Matching Review Search page appears.

Figure 54 Matching Review Search Page
On the Matching Review Search page, enter your search criteria (for more information, see About Matching Review Search Fields on the Patient EDM).
In the upper portion of the page, click Search for Potential Duplicate.
If more than one potential duplicate pair matches the search, the Potential Duplicate Result page appears (for more information, see About Potential Duplicate Results Fields on the Patient EDM).

Figure 55 Potential Duplicate Search Results List
If only one potential duplicate pair matches the search, the Comparison page appears.
In the Results list, click the ID of the pair of potential duplicate profiles you want to compare.
Do one of the following:
- If the profiles you selected have additional potential duplicates, then the Associated Records page appears. Continue to step 7.
- If the profiles do not have additional duplicates, the Comparison page appears with the two profiles displayed side-by-side (see Figure 53). Skip to step 8.
  Figure 56 Associated Records List
On the Associated Records page, click the ID of the pair of profiles you want to compare. The Comparison page appears with any differences between the two profiles highlighted in blue (see Figure 53).
Tip - If there is more than one page of results on the Associated Records, click Next to view the next page.
To compare additional SBR information for each profile, do any of the following:
- To compare address information, expand the Address row under the right and left SBRs, and then select an address type in each.
- To compare telephone information, expand the Phone row under the right and left SBRs, and then select a telephone type in each.
- To compare alias information, expand the Alias row under the right and left SBRs, and then select an alias name in each.
- To compare auxiliary ID information, expand the AuxId row under the right and left SBRs, and then select an auxiliary ID type in each.
- To compare comment information, expand the Comment row under the right and left SBRs, and then select a comment code in each.
To compare information contained in the system records of each profile, do any of the following:
- To compare address information, expand the Address row under the right and left system records, and then select an address type in each.
- To compare telephone information, expand the Phone row under the right and left system records, and then select a telephone type in each.
- To compare alias information, expand the Alias row under the right and left system records, and then select the alias name you want to view in each.
- To compare auxiliary ID information, expand the AuxId row under the right and left system records, and then select an auxiliary ID type in each.
- To compare comment information, expand the Comment row under the right and left system records, and then select a comment code in each.
  Note - If you select different types of data for each side, the differences between the two profiles are no longer highlighted (for example, if you choose SBR address data on one side and system record address data on the other, or if you choose SBR address data on one side and SBR phone data on the other).
To view the next entry in the potential duplicate results list, click Next>.
To view the previous entry in the potential duplicate results list, click <Previous.
To return to the potential duplicates results list, click Result.

About Matching Review Search Fields on the Patient EDM

The fields located on the Matching Review Search page allow you to specify information about the potential duplicate or assumed match profiles you want to view.

Table 17 Matching Review Search Fields

In this field …	type or select ...
EUID	The enterprise-wide unique identification number of one of the profiles you want to view.
Status	The potential duplicate status of the profiles you want to view. Possible values for this field are Unresolved, Resolved, or Permanently Resolved.
System	The external system with which the patient profile that caused the potential duplicate flag is associated (such as a registration system).
Local ID	The local ID associated with the patient profile in the specified system. The name of this field might be different for your implementation.
Create Date From	A beginning create date for the profiles you want to view. The query is performed for transactions that were created between the Create Date From (and Create Time From) and the To Create Date (and To Create Time).
Create Time From	The beginning create time for the profiles you want to view (using 24-hour notation). If no time is entered, the default value is 00:01 (12:01 A.M.).
To Create Date	The ending create date for the profiles you want to view.
To Create Time	The ending create time for the profiles you want to view (using 24-hour notation). If no time is entered, the default value is 24:00.

About Potential Duplicate Results Fields on the Patient EDM

The fields located in the potential duplicate results list help you to identify a potential duplicate pair to display on the Comparison page.

Table 18 Potential Duplicate Results Fields

This field …	displays this information …
ID	The potential duplicate ID of the transaction that caused the potential duplicate pair.
EUID1	The enterprise-wide unique identification number of the patient profile whose addition to the database created the potential duplicate listing.
EUID2	The enterprise-wide unique identification number of the profile that was flagged as a potential duplicate with the profile identified by EUID1.
Status	The potential duplicate status of the potential duplicate pair.
Reason	The reason that the profiles were listed as potential duplicates.
Weight	The matching probability weight between the two profiles in each row.
System	The system with which the patient profile identified by EUID1 is associated.
Create Date	The date and time that the transaction that caused the potential duplicate listing occurred.

Merging Potential Duplicate Patient Profiles

When you compare two potential duplicate profiles, you might find that the patient profiles represent the same patient, or that a system record from one profile actually belongs in the other profile. You can perform either a patient profile merge or a system record merge to correct this. When you merge two profiles, the SBR of the surviving profile or profiles is automatically recalculated based on the system records involved in the merge.

For more information about merging profiles, see Combining Patient Information.

To Combine Patient Profiles

Compare two potential duplicate profiles, as described in Finding Potential Duplicate Patient Profiles.
Determine which of the two profiles you want to keep, and then click the EUID Merge arrows pointing toward that profile.
The merge result profile appears, allowing you to view the profile that will be saved after the merge.
Click Confirm to finalize the merge, or Cancel to return to the Comparison page and review the profiles again.
Check the surviving patient profiles to determine whether any system records need to be merged or deactivated.

To Combine System Records

Compare the system records from two potential duplicate profiles, as described in Finding Potential Duplicate Patient Profiles.
Determine which of the two system records you want to keep.
Highlight both system records to be merged, and then click the LID Merge arrows pointing toward the system record you want to keep.
To retain any fields from the non-surviving system record, select the option button next to each field you want to keep.
To specify which child objects to retain, do the following for each type of child object:
1. Display the child objects to determine which to retain and which to remove.
2. For each child object you do not want to save in the new system record, click Remove child_type beneath that child object (where child_type is the type of child object to remove).
In the upper portion of the page, click Merge.
The merge result record appears, allowing you to view the information that will be saved in the SBR after the merge.
Click Confirm to finalize the merge or click Cancel to return to the Comparison page and review the profiles again.

Resolving Potential Duplicate Patient Profiles

When you compare two potential duplicate profiles and determine that they do not represent the same patient, you can resolve the two profiles to flag the profiles as not being potential duplicates. There are two types of resolution. Resolve removes a potential duplicate flag, but if one of the resolved profiles is updated the records might be listed as potential duplicates again. Resolve Permanently flags the two profiles as being permanently resolved.

To Resolve two Potential Duplicate Profiles

Compare two potential duplicate profiles, as described in Finding Potential Duplicate Patient Profiles.
Do one of the following:
- To flag the potential duplicate profiles as resolved but still allow the potential duplicate listing to be reinstated in the future, click Resolved.
- To flag the potential duplicate profiles as resolved and never allow the potential duplicate listing to be reinstated, click Resolve Permanently.
On the confirmation dialog box, click OK.
The status of the potential duplicate entry is changed to Resolved and the profiles are no longer regarded as possible duplicates of one another.

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