Assign a Person Merge Process to a NextGen® Background Business Processor Package

After you create a Person Merge job in NextGen® Background Business Processor, you can assign a NextGen® Enterprise PM Person Merge process to a NextGen® Background Business Processor package and job combination.

Note: If a NextGen® Enterprise EHR template is assigned to a merge candidate pair after the merge pair is sent to NextGen® Background Business Processor, the following rules apply:

If NextGen® Enterprise EHR demographic template is:
- Added to one (but not both) of the people in the merge pair, NextGen® Background Business Processor keeps the NextGen® Enterprise EHR demographic template.
- Added to both the people in the merge pair, NextGen® Background Business Processor skips the merge pair and writes a record to the NextGen database. The merge continues with the next merge pair in the merge set. The job is not marked as Failed.
- Deleted from the system, NextGen® Background Business Processor skips the processing for the deleted template, but processes the remaining templates for the merge pair.

Select a merge candidate process from the Person Merge window in NextGen® Enterprise PM by placing an 'x' in the check box for the row in the Merge Candidates list.
For information on creating a Person Merge process in NextGen® Enterprise PM, go to NextGen Healthcare Success Community and download the latest Patient Demographics Guide for NextGen Enterprise.

Note: Before you can select a merge candidate, you must assign a template to the candidate.
Select the Send to BBP button.
The Select BBP Package and Job for Merge Set window displays.
Select the Package and Job combination that you want to run the person merge process.

Note: When a package contains more than one job that is set up for Person Merge, it displays in the Package list for each of its Person Merge jobs.
Select OK.

Note: To prevent the same person from being merged more than once, NextGen® Background Business Processor does not display persons who are represented in a pending NextGen® Background Business Processormerge set in the Person Merge candidate list

Assign a Person Merge Process to a NextGen® Background Business Processor Package

Note: If a NextGen® Enterprise EHR template is assigned to a merge candidate pair after the merge pair is sent to NextGen® Background Business Processor, the following rules apply:

If NextGen® Enterprise EHR demographic template is:
- Added to one (but not both) of the people in the merge pair, NextGen® Background Business Processor keeps the NextGen® Enterprise EHR demographic template.
- Added to both the people in the merge pair, NextGen® Background Business Processor skips the merge pair and writes a record to the NextGen database. The merge continues with the next merge pair in the merge set. The job is not marked as Failed.
- Deleted from the system, NextGen® Background Business Processor skips the processing for the deleted template, but processes the remaining templates for the merge pair.

Select a merge candidate process from the Person Merge window in NextGen® Enterprise PM by placing an 'x' in the check box for the row in the Merge Candidates list.
For information on creating a Person Merge process in NextGen® Enterprise PM, go to NextGen Healthcare Success Community and download the latest Patient Demographics Guide for NextGen Enterprise.

Note: Before you can select a merge candidate, you must assign a template to the candidate.
Select the Send to BBP button.
The Select BBP Package and Job for Merge Set window displays.
Select the Package and Job combination that you want to run the person merge process.

Note: When a package contains more than one job that is set up for Person Merge, it displays in the Package list for each of its Person Merge jobs.
Select OK.

Note: To prevent the same person from being merged more than once, NextGen® Background Business Processor does not display persons who are represented in a pending NextGen® Background Business Processormerge set in the Person Merge candidate list

Assign a Person Merge Process to a NextGen® Background Business Processor Package

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