Additional Information on Merge Candidates

Option	Description
Assign Templates	Opens the Template Merge window.
View Person	Opens the Modify Patient Information window.
View History	Displays the name of the practice (under the selected row of merge candidates) where the patient records exist.
Select All	Selects all people listed in the Merge Candidates section.
Deselect All	Clears all selections in the Merge Candidates section.

Help Guide for NextGen® Enterprise PM 8

Merge Duplicate Person or Patient Records

The person merge process merges or retains the information of the duplicate records based on your selections in the Person Merge window. 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 change the default retain or merge selection, select the Retain column next to the

Help Guide for NextGen® Enterprise PM 8

Merge Demographic Templates

If your facility uses both NextGen® Enterprise PM and NextGen® Enterprise EHR, you must select which specific demographic templates from the patients' charts to keep during the merge process. When duplicate patients are merged, all medical 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. 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 ea

File Maintenance Help for NextGen® Enterprise 8

Person Merge - Merging Duplicate Patient Records in File Maintenance

You can merge duplicate person and patient records. The merge process is based on one of several search scenarios that identify potential duplicate persons. After the application identifies the potential duplicates, you can view the person and patient information details and which practice the records reside in. When duplicate patients are merged, the application pulls all patient information such as general, status, provider, employer, pharmacy, insurance, immunizations,contact, chart information, allergy criticality, allergy severity and history from the merged record and adds into the retained record. patient notifications for the retained person remain during the merge process. Also, when merging duplicate patient records, the application accommodates pharmacy names up to 70 characters. For example, if the retained person has patient notifications for a practice, only those patient notifications are displayed after the merge. For more information on patient notifications preference

Help Guide for NextGen® Enterprise PM 8

Merge Specific Duplicate Person or Patient Records

You can find specific records that you have identified for merging. The person merge process ignores the search scenario criteria and performs the merge for the specific person or patients selected. 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. 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. Select a record in the search result, 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. Select the record from the search results, and then select Open. The Person Merge window opens the two selected

Help Guide for NextGen® Enterprise PM 8

Person Merge

You can merge duplicate person and patient records. The merging process is based on one of several search scenarios that identify potential duplicate person records. After potential duplicates are identified, you can view the person and patient information details, and the practice that is associated with the records. When duplicate patients are merged, all patient information, such as general, status, provider, employer, pharmacy, insurance, immunizations, and contact; chart information; and history are pulled from the merged record and added to the retained record. Patient notifications for the retained person remain during the merge process. For example, if the retained person has patient notifications for a practice, only those patient notifications are displayed after the merge. For more information on patient notifications preferences, go to NextGen Healthcare Success Community, and download the latest File Maintenance Preferences Guide for NextGen Enterprise. Medical records tem

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

Additional Information on Merge Candidates

Recommendations

Merge Duplicate Person or Patient Records

Merge Demographic Templates

Person Merge - Merging Duplicate Patient Records in File Maintenance

Merge Specific Duplicate Person or Patient Records

Person Merge

Merge Specific Duplicate Person/Patient Records in File Maintenance

Merge Duplicate Person or Patient Records

Merge Demographic Templates

Person Merge - Merging Duplicate Patient Records in File Maintenance

Merge Specific Duplicate Person or Patient Records

Person Merge

Merge Specific Duplicate Person/Patient Records in File Maintenance