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Patient Merge
>
After selecting criteria, click OK.
If needed, in the
Merge Groups
pane on the right,
click (+) to display
all duplicate
patients.
Groups of charts that fit the selected criteria display in the Merge Groups
pane. Search criteria (and order) selected are represented by the data in
[brackets].
NOTES
* Patient names preceded by lock icons (
) have charts pulled on a
caregiver’s desktop. To proceed with the merge, determine who has the
chart pulled and have the caregiver file it. Then proceed with the merge.
* Alternately, you can deselect the box in front of the Merge Group that
includes the locked chart or patient, and continue the merge process for
other merge groups.
3. Review patient charts - To review the charts before deciding whether to merge
them, and to determine which one to make the target (usually the one with the
most data in it), select a chart in a merge group and do the following:
•
Face sheet - Press Ctrl+F on your keyboard or, on the toolbar or right-click
menu, click
(Face Sheet).
•
Demographics - Press Ctrl+D on your keyboard or on the toolbar or rightclick menu, click
(Demographics).
4. Select target charts - Select a target for the group by highlighting the appropriate
chart in the Merge Group and pressing Ctrl+T on your keyboard or by clicking
(Select Target) on the pop-up menu or toolbar.
NOTE: Right-click for
the pop-up menu.
5. Remove patients or groups - To remove a patient from a merge group or a
complete merge group, select the patient or the group (respectively) and press
Delete on your keyboard or click
(Delete Merge Entry). The removed patient or
group of patients return to the Patient Search box on the left.
6. Merge - To merge the charts in each Merge Group, do the following:
•
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Verify that all boxes to the left of each patient and group that you wish to
merge are checked.