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<title>Help: Patient Merge</title>
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<h1>Patient Merge</h1>
<p class="classname">
Is used to merge one or more patient entries. This function is most commonly
used when an individual patient has been registered with discrepant details on
at least one occasion. A patient is defined in this context as a unique combination
of last name, first name, middle name (optional), gender, d.o.b and NHS number.
It does NOT include the location or unit number as these do not necessarily
relate to an individual patient on a 1-to-1 basis (ie one patient can have
more than one unit number and referral location). See <a href="#unit_no">below</a>
for details of how to merge on unit number.
</p>
<p class="classname">
Duplicate record enquiries can be undertaken by searching on at least one
of the fields: last name, d.o.b or unit number, with the optional addition
of first name. Search on first name only is not supported.
</p>
<p class="classname">
Search results are displayed in 2 tables. Table 1 lists all records matching
the selected patient details. Table 2 lists the unique patient entries found
in Table 1. The patient-specific columns in both tables are colour-coded,
representing the fields which are subject to change after record merge.
</p>
<p class="classname">
It is possible to sort the list of unqiue patients in Table 2 using the
hyperlinked column headers (id, Name, DoB, NHS No, M/F, Unit No, Freq).
Column 'id' correspondes to the unique patient identifier, and 'freq' represents
the number of times each patient entry is represented in the list of records
in Table 1.
</p>
<p class="classname">
Selection of the patients to be merged is performed using column 'A » B'
in Table 2, where A (merge from) and B (merge to) represent the direction of
change. It is possible to select more than one entry from column A, whereas
only 1 entry from column B is allowed. Failure to select at least one record
from column A plus one record only from column B will generate an error.
</p>
<p class="classname">
After selection of required entries in columns A and B, form submission generates
a tabulated display of demographic details where any differences between pre-
and post-merge are highlighted. A final confirmation is required before the
merge is undertaken. <span class="warning">It is important to note that due
to the complexity of changes induced, the merge process is unidirectional -
it cannot be reversed.</span>
</p>
<p class="title"><a name="unit_no">Unit number merge</a></p>
<p class="classname">
To merge records based on unit number, it is first necessary to merge
the separate patient entries into one, then as a separate process, select
'edit request' from the 'Edit' section of the record summary display page.
Example:
</p>
<h4>FROM:</h4>
<table class="indent">
<tr>
<th>id</th>
<th>Name</th>
<th>DoB</th>
<th>NHS No</th>
<th>M/F</th>
<th>Unit No</th>
<th>Freq.</th>
<th colspan="2" align="center">
<span class="acronym" title="FROM">A</span> »
<span class="acronym" title="TO">B</span></th>
</th>
</tr>
<tr>
<td>19</td>
<td class="bkgd_light_yellow">GREEN, Olive</td>
<td class="bkgd_light_yellow">01.Jan.1901</td>
<td class="bkgd_light_yellow"><span class="grey">[NULL]</span></td>
<td class="bkgd_light_yellow">F</td>
<td>UNKNOWN</td>
<td>1</td>
<td>
<label><input type="radio" name="from" checked></label>
</td>
<td>
<label><input type="radio" name="to"></label>
</td>
</tr>
<tr>
<td>2040</td>
<td class="bkgd_light_yellow">GREEN, Olive</td>
<td class="bkgd_light_yellow">01.Jan.1901</td>
<td class="bkgd_light_yellow">0123456789</td>
<td class="bkgd_light_yellow">F</td>
<td>A123456</td>
<td>3</td>
<td>
<label><input type="radio" name="from"></label>
</td>
<td>
<label><input type="radio" name="to" checked></label>
</td>
</tr>
</table>
<h4>TO:</h4>
<table class="indent">
<tr>
<th>id</th>
<th>Name</th>
<th>DoB</th>
<th>NHS No</th>
<th>M/F</th>
<th>Unit No</th>
<th>Freq.</th>
</tr>
<tr>
<td>2040</td>
<td class="bkgd_light_yellow">GREEN, Olive</td>
<td class="bkgd_light_yellow">01.Jan.1901</td>
<td class="bkgd_light_yellow">0123456789</td>
<td class="bkgd_light_yellow">F</td>
<td>UNKNOWN</td>
<td>1</td>
</tr>
<tr>
<td>2040</td>
<td class="bkgd_light_yellow">GREEN, Olive</td>
<td class="bkgd_light_yellow">01.Jan.1901</td>
<td class="bkgd_light_yellow">0123456789</td>
<td class="bkgd_light_yellow">F</td>
<td>A123456</td>
<td>3</td>
</tr>
</table>
<p class="classname">
Now we have a single patient (id = 2040), it is possible to select the patient
record with unit number = 'UNKNOWN' and merge it with the 3 patient records
with unit number = 'A123456'.
</p>
<table>
<tr>
<th>Name</th>
<th>DoB</th>
<th>Unit Number</th>
<th>NHS Number</th>
<th style="border: dotted 1px"> [ .. ] </th>
<th colspan="3">Edit</th>
</tr>
<tr>
<td>GREEN, Olive</td>
<td>01.Jan.1901</td>
<td>UNKNOWN</td>
<td>0123456789</td>
<td style="border: dotted 1px"> </td>
<td align="center">
<img src="/images/patient.png" alt="" />
<img src="/images/record.jpg" title="edit request" alt=""
style="padding: 2px; border: solid 2px red" />
<img src="/images/delete.png" alt="" />
</td>
</tr>
</table>
<form method="post">
<p align="center">
<input type="button" value="Close Window" onclick="window.close()">
</p>
</form>
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