Significant Events for Person Merge

Help Guide for NextGen® Enterprise PM 8

Search for Duplicate Persons

The search for duplicate persons for the person merge process is database intensive and requires large amounts of system resources that can affect all other users on the system. You can run the Person Merge process after business hours. You must ensure that you are the only person logged on to the system. 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 a scenario from the Search Scenario list. Select one of the following for the search range or merge type: System Enterprise Association Practice The range available to you depends on your person merge security rights. If you select the association level, the search results include only the patients that are part of your practice's association. To set the maximum number of rec

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 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

Security Rights for Merging Person and Patient Records

You can apply security rights to limit personnel access to the merging process at four levels: Association level, where users can merge duplicate person and patient records within practices that are in the same association. Enterprise level, where users can merge duplicate person and patient records within the enterprise. Practice level, where users can merge duplicate person and patient records within the practice they arelogged on to. System level, where users can merge duplicate person and patient records from within all practices within the system. Users with enterprise-level person merge access rights can run a practice-level person merge from any of the practices within the enterprise. Users with only practice-level person merge access rights cannot run an enterprise-level person merge. For more information on setting up operations rights for Patient Merge in System Administrator, go to NextGen Healthcare Success Community, and download the latest System Administrator Guide for N

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

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

Significant Events for Person Merge

Recommendations

Search for Duplicate Persons

Merge Duplicate Person or Patient Records

Merge Specific Duplicate Person or Patient Records

Security Rights for Merging Person and Patient Records

Merge Demographic Templates

Significant Events for Person Merge in File Maintenance

Search for Duplicate Persons

Merge Duplicate Person or Patient Records

Merge Specific Duplicate Person or Patient Records

Security Rights for Merging Person and Patient Records

Merge Demographic Templates

Significant Events for Person Merge in File Maintenance