Merge Records - HL7 Module - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Premier - Standard - Essential

HL7 Module

Platform
OnBase
Product
HL7 Module
Release
Foundation 23.1
License
Premier
Standard
Essential

Patient Administration allows you to manually merge existing patients, medical records, or charts.

To merge one record with another:

  1. Use the search functionality to add both the record you want to merge and the record to merge the first with to the Results list of the Patient Administration window. See Find Patient Records for information on how to search for records.
  2. Click the Merge button. The Merge Patient Records dialog box is displayed, with the items from the results list displayed in both the Source and Target lists.
  3. In the Source list, click once on the item you want to merge. For medical records and charts, you need to expand the tree to the appropriate level.
    After clicking on the source record, some items in the Target list are grayed out. Those indicate invalid target records. For instance, if a patient record is selected as the merge source, that same record cannot be the target of a merge, and neither can MRN-level or chart-level records.
  4. In the Target list, click once on the item you want to merge the selected source item into. Expand the trees if necessary, and make sure the item is not grayed out.
  5. Click the Begin Merge button to merge the selected records.