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Working With the EDM for Oracle Java CAPS Master Patient Index     Java CAPS Documentation
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Working With the EDM for Oracle Java CAPS Master Patient Index

Related Topics

About the Patient EDM

About Oracle Java CAPS Master Patient Index

Features of Oracle Java CAPS Master Patient Index

Functions of the Patient EDM

Learning about Patient Profiles

Patient Profile Components

System Records

Single Best Record

Survivor Calculator

Patient Profile Indicators

System Record and SBR Components for Oracle Java CAPS Master Patient Index

The Person Object

Address Objects

Phone Objects

Alias Objects

AuxId Objects

Comment Objects

Identification Numbers for each Patient

EUID

Local ID

Auxiliary ID

Working with the Patient EDM

Logging in to the Patient EDM

To Log in to the Patient EDM

Security Permissions for the Patient EDM

Navigation Tips for the Patient EDM

Navigating the Patient EDM Functions

Navigating the Search Pages

Navigating the Detail Pages

Logging Out of the Patient EDM

Learning About Patient Queries

About the Patient EDM Search Function

The Simple Person Lookup Page

The Advanced Person Lookup (Alpha) Page

The Advanced Person Lookup (Phonetic) Page

The Comparison Lookup Page

The Search Result Page

Types of Searches on the Patient EDM

EUID Lookup

Social Security Number Lookup

Local ID Lookup

Advanced Person Lookup (Alpha)

Advanced Person Lookup (Phonetic)

Comparison Lookup

Searching by Ranges on the Patient EDM

Required Fields on the Patient EDM

Searching for Patient Profiles

Performing an EUID Lookup on the Patient EDM

To Perform an EUID Lookup

Performing a Social Security Number Lookup on the Patient EDM

To Perform a Social Security Number Lookup

Performing a Local ID Lookup on the Patient EDM

To Perform a Local ID Lookup

Performing an Advanced Alphanumeric Lookup on the Patient EDM

To Perform an Advanced Alphanumeric Lookup

About Alphanumeric Search Fields on the Patient EDM

Performing an Advanced Phonetic Lookup on the Patient EDM

To Perform an Advanced Phonetic Lookup

About Phonetic Search Fields on the Patient EDM

Performing an EUID Comparison Lookup on the Patient EDM

To Perform an EUID Comparison Lookup

Working with Search Results on the Patient EDM

Viewing the Results of a Search

Selecting a Profile from the Results List

Creating and Printing a Search Result Report

Patient Profile Views

Patient Profile Details

The Tree View

Information Fields

Patient Profile Comparisons

Patient Profile Transaction Histories

Patient Profile Merge Histories

The Patient EDM Audit Log

Viewing Patient Profiles

Viewing a Patient's Demographic Information

To View Demographic Information

About Demographic Fields on the Patient EDM

Viewing a Patient's Addresses

To View Address Information

About Address Fields on the Patient EDM

Viewing a Patient's Telephone Numbers

To View Telephone Numbers

About Telephone Fields on the Patient EDM

Viewing a Patient's Aliases

To View Alias Names

About Alias Fields on the Patient EDM

Viewing a Patient's Auxiliary IDs

To View Auxiliary IDs

About Auxiliary ID Fields on the Patient EDM

Viewing Comments Associated with a Patient

To View Comments

About Comment Fields on the Patient EDM

Comparing Patient Information

Viewing a Patient's Transaction History

To View a Transaction History

About Transaction History Search Fields on the Patient EDM

About Transaction History Results Fields on the Patient EDM

Transaction History Transaction Types on the Patient EDM

Comparing two Patient Profiles

To Compare twoPatient Profiles

Comparing Records in one Patient Profile

To Compare Records in one Patient Profile

Viewing a Patient Profile's Merge History

Viewing a Merge History Tree on the Patient EDM

To View a Patient's Merge History

Viewing a Patient Profile From a Merge History Tree

To View a Patient Profile From a Merge History Tree

Viewing the Patient EDM Audit Log

To View the Audit Log

About Audit Log Search Fields on the Patient EDM

About Audit Log Search Results Fields on the Patient EDM

Audit Log Functions on the Patient EDM

Adding a Patient Profile on the Patient EDM

Step 1: Obtain Information about the Patient

Step 2: Specify a System and Local ID

To Specify a System and Local ID

Step 3: Specify Demographic Information

To Specify Demographic Information

Step 4: Specify Alias Information

To Specify Alias Information

Step 5: Specify Address Information

To Specify Address Information

Step 6: Specify Telephone Information

To Specify Telephone Information

Step 7: Specify Auxiliary IDs

To Specify Auxiliary IDs

Step 8: Add Comments to the Patient Profile

To Add Comments

Step 9: Save the Patient Profile

To Save the Patient Profile

Learning About Patient EDM Maintenance Tasks

Matching Probability Weights

Merging Profiles on the Patient EDM

Surviving and Non-surviving Profiles

System Record Merges

Undoing a Merge

Assumed Matches

Potential Duplicates

Handling Potential Duplicates

Merge

Resolve

Patient EDM Update Tips

Concurrent Users

Updating the SBR and Updating System Records

VIP Updates

Maintaining Patient Information

Modifying Demographic Information in a Patient Profile

To Modify Demographic Information

Maintaining Address Information in a Patient Profile

Adding Addresses to a Patient Profile

Modifying Address Information

Deleting Addresses from a Patient Profile

Maintaining Telephone Information in a Patient Profile

Adding Telephone Numbers to a Patient Profile

Modifying Telephone Information

Deleting Telephone Numbers from a Patient Profile

Maintaining Alias Information in a Patient Profile

Adding an Alias to a Patient Profile

Modifying a Patient's Alias Information

Deleting an Alias from a Patient Profile

Maintaining Auxiliary ID Information in a Patient Profile

Adding an Auxiliary ID to a Patient Profile

Modifying Auxiliary ID Information

Deleting an Auxiliary ID from a Patient Profile

Maintaining Comment Information in a Patient Profile

Adding a Comment to a Patient Profile

Modifying a Comment in a Patient Profile

Deleting a Comment from a Patient Profile

Updating the Single Best Record Directly

Locking an SBR Field on the Patient EDM

To Lock a Field in the SBR

Unlocking an SBR Field on the Patient EDM

To Unlock an SBR Field

Maintaining System Records on the Patient EDM

Adding a System Record to a Patient Profile

To Add a System Record to a Patient Profile

Deactivating a System Record in a Patient Profile

To Deactivate a System Record

Reactivating a System Record in a Patient Profile

To Reactivate a System Record

Changing Patient Profile Status

Deactivating a Patient Profile

To Deactivate a Patient Profile

Reactivating a Patient Profile

To Reactivate a Patient Profile

Working with Potential Duplicate Patient Profiles

Finding Potential Duplicate Patient Profiles

To Find Potential Duplicates

About Matching Review Search Fields on the Patient EDM

About Potential Duplicate Results Fields on the Patient EDM

Merging Potential Duplicate Patient Profiles

To Combine Patient Profiles

To Combine System Records

Resolving Potential Duplicate Patient Profiles

To Resolve two Potential Duplicate Profiles

Working with Assumed Matches on the Patient EDM

Finding Assumed Matches on the Patient EDM

To Find Assumed Matches

About Assumed Match Results Fields on the Patient EDM

Reversing an Assumed Match on the Patient EDM

To Reverse an Assumed Match

Combining Patient Information

Merging Patient Profiles

To Merge Patient Profiles

Merging System Records on the Patient EDM

To Merge System Records

Unmerging Patient Information

Unmerging Patient Profiles

To Unmerge two Merged Patient Profiles

Unmerging System Records on the Patient EDM

To Unmerge two Merged System Records

Learning About Patient EDM Reports

Patient EDM Production Reports

Patient EDM Activity Reports

Patient EDM Search Result Reports

Configuring Patient EDM Reports

Masked Data and Patient EDM Reports

Running Patient EDM Reports

To Run Reports From the Patient EDM

About Report Search Fields on the Patient EDM

Changing Patient Profile Status

You can change the status of a patient profile from active to inactive, or from inactive to active. Deactivating a patient profile deactivates all system records associated with that profile and removes the potential duplicate listings for that profile. Reactivating a profile causes the potential duplicates for the profile to be recalculated.

For instructions on changing the status of a profile, see the following topics:

Deactivating a Patient Profile

If a patient profile is no longer active, you cannot delete the patient profile, but you can deactivate that profile. Deactivated profiles cannot be modified, and in some cases, cannot be viewed. If you deactivate a profile in error, you can reactivate it if needed.

Figure 51 View/Edit Page - Deactivate

image:Figure shows the Deactivate button on the View/Edit page.

To Deactivate a Patient Profile

  1. Using one of the search methods described in Searching for Patient Profiles, display the patient profile you want to update on the View/Edit page.
  2. In the EUID tree in the left portion of the page, highlight the EUID number of the patient profile.
  3. Click Deactivate EUID=EUID_number, where EUID_number is the EUID of the patient profile to deactivate.
  4. In the upper right section of the page, click Commit.

    The profile is deactivated in the database and the EUID appears in fuchsia with a tilde (~) next to it.

Reactivating a Patient Profile

If a patient profile is deactivated in error or becomes active again, you can reactivate that profile. Reactivating a profile returns the profile to its status just prior to when it was deactivated.

Figure 52 View/Edit Page - Reactivate

image:Figure shows the Activate button on the View/Edit page.

Note - When you reactivate a patient profile, all system records associated with that profile are changed to active status, regardless of their prior status. Review each system record to verify that its status is correct after the reactivation.


To Reactivate a Patient Profile

  1. Using one of the search methods described in Searching for Patient Profiles, display the patient profile you want to update on the View/Edit page.
  2. In the EUID tree in the left portion of the page, highlight the EUID number of the patient profile.
  3. Click Activate EUID=EUID_number, where EUID_number is the EUID of the patient profile to deactivate.
  4. In the upper right section of the page, click Commit.

    The profile is reactivated in the database, the EUID typeface changes from fuchsia to black, and the tilde (~) is removed.