Merge Records with the Background Business Processor (BBP) in File Maintenance

File Maintenance Help for NextGen® Enterprise 8

Merge Specific Duplicate Person/Patient Records in File Maintenance

You can perform a lookup to find the specific records. The lookup ignores the search scenario criteria. A merge based on a lookup merges persons and patients regardless of whether they have a chart. To merge a specific person/patient record, do one of the following: In NextGen® Enterprise PM, select File > Processes > Patient Merge In File Maintenance, select File > Patient Merge. A reminder that the Person Merge process is database intensive appears. To continue, select Yes. The Person Merge window opens. Select Exact People. The People Lookup - Merge Person 1 window opens. Enter the search criteria for the first person or patient to use in the merge, and then select Find. When the results display, select a record, and then select Open. The People Lookup - Merge Person 2 window opens. Enter the search criteria for the second person or patient to use in the merge, and then select Find. When the results display, select the record you want to merge and then select Open. The Person Merge

File Maintenance Help for NextGen® Enterprise 8

Merge Demographics Templates in File Maintenance

If your facility uses bothNextGen® Enterprise PMandNextGen® Enterprise EHR, you are required to select which specificNextGen® Enterprise EHRDemographic Templates from the patient's chart to keep during the merge process. When duplicate patients are merged, allNextGen® Enterprise EHRMedical Records Templates for both patients are automatically merged along with all other applicable patient data. The retained record does not include demographic information from the merged patient record. Follow the steps for merging person data. Parent topic: Person Merge - Merging Duplicate Patient Records in File Maintenance

File Maintenance Help for NextGen® Enterprise 8

Merge Duplicate Person/Patient Records in File Maintenance

The search results from the Duplicate Person search display in two separate panes in theMerge Candidatessection of thePerson Mergewindow. After you determine that one of the records is a duplicate, you then need to decide which of the pair should be the retained record and which one should be merged into the retained record. Parent topic: Person Merge - Merging Duplicate Patient Records in File Maintenance

File Maintenance Help for NextGen® Enterprise 8

Security Rights for Merging Person and Patient Records in File Maintenance

Security rights enable you to limit personnel access to the merge process at four levels: Association Level.Enables users to merge duplicate person and patient records within practices that are in the same association. Enterprise Level. Enables users to merge duplicate person and patient records within the enterprise. Practice Level. Enables users to merge duplicate person and patient records within the practice he or she is logged on to. System Level. Enables users to merge duplicate person and patient records from within all practices within the system. A user with enterprise-level Person Merge access rights can run a practice-level Person Merge from any of the practices within the enterprise. A user with only practice-level Person Merge access rights cannot run an enterprise-level Person Merge. For more information on setting operations rights for Patient Merge in System Administrator, go toNextGen Healthcare Success Community, and download the latestSystem Administrator Guide forNe

File Maintenance Help for NextGen® Enterprise 8

Significant Events for Person Merge in File Maintenance

When a patient record is merged, a significant event is created at the practice level. You can view the event on theClinical History/Notestab of the retained patient's chart. If a merged patient does not have a chart or any encounters, a significant event is not created. You can memorize (save) the significant events report. The chart-level event contains the following merged patient data: Name Medical record number Social Security number Birth date Sex Address Home phone number A Significant Events report is available in NextGen® Enterprise PM. For more information, go to NextGen Healthcare Success Community, and download the latest Reports Guide for NextGen Enterprise PM. Parent topic: Person Merge - Merging Duplicate Patient Records in File Maintenance

Help Guide for NextGen® Enterprise PM 8

Merge Records with the NextGen® Background Business Processor

You can merge selected person or patient record pairs through an automated process by sending the person or patient record pairs to a package in NextGen® Background Business Processor that contains a Person Merge job. To start the person merge process, do one of the following: In NextGen® Enterprise PM, from the File menu, select Processes > Person Merge. In File Maintenance, from the File menu, select Person Merge. A message appears for you to confirm the person merge process. Select Yes. The Person Merge window opens. Review the records to merge. Note: To view additional information for the merge candidates, right-click the patient record, and then select one of the options. Assign Templates View Person View History Select All Deselect All Select the check box in each row that contains patient records to merge. Note: To select all patient rows, right-click the Merge Candidates list, and then select Select All. By default, appears in the Retain and Merge columns for the patient. To ch

Merge Records with the Background Business Processor (BBP) in File Maintenance

Recommendations

Merge Specific Duplicate Person/Patient Records in File Maintenance

Merge Demographics Templates in File Maintenance

Merge Duplicate Person/Patient Records in File Maintenance

Security Rights for Merging Person and Patient Records in File Maintenance

Significant Events for Person Merge in File Maintenance

Merge Records with the NextGen® Background Business Processor

Merge Specific Duplicate Person/Patient Records in File Maintenance

Merge Demographics Templates in File Maintenance

Merge Duplicate Person/Patient Records in File Maintenance

Security Rights for Merging Person and Patient Records in File Maintenance

Significant Events for Person Merge in File Maintenance

Merge Records with the NextGen® Background Business Processor