Merging Patient Records

Merging Patient Records (Duplicate Records) in Forcura

Overview

Duplicate patient records can lead to fragmented information, inefficient workflows, and potential medical errors. Forcura’s merging feature allows administrators to effectively combine duplicate patient records, ensuring a unified and comprehensive patient profile. This guide will walk you through identifying and merging duplicate patient records within the Forcura platform.

Why Merging Patient Records is Important

1. Consistency: Maintains a consistent and unified patient record.
2. Accuracy: Reduces the risk of missing or conflicting medical information.
3. Efficiency: Streamlines workflows by eliminating redundant data entries.
4. Compliance: Ensures compliance with healthcare regulations and standards.

Prerequisites

• Administrator privileges or sufficient permissions within the Forcura platform.
• Access to patient record details to accurately identify duplicates.

Step-by-Step Guide to Merging Patient Records

Step 1: Log in to Forcura

1. Navigate to Forcura: Open your web browser and go to the Forcura Login Page.
2. Enter Credentials: Use your email and password to log in. If two-factor authentication is enabled, complete the additional authentication step.

Step 2: Access the Patient Management Section

1. Go to the Dashboard: Once logged in, navigate to your dashboard.
2. Select Patient Records: Click on the 'Patients' or 'Patient Management' section, where all patient records are listed.

Step 3: Identify Duplicate Records

1. Search for Duplicates: Use the search bar to enter patient details such as name, date of birth, or patient ID. This will help you identify potential duplicates.
2. Review Records: Manually review the records to confirm duplicates based on patient details and medical history.

Step 4: Initiate the Merge Process

1. Select Duplicate Records: Check the boxes next to the records identified as duplicates.
2. Merge Option: Look for the 'Merge' button or option in the patient management toolbar and click on it.

Step 5: Choose a Primary Record

1. Review Information: A new window will open displaying the details of the selected records side by side.
2. Select Primary Record: Choose which record will be the primary one (the record that will remain after the merge). The primary record will retain its patient ID and be the main profile.
3. Confirm Data: Ensure that all critical information from both records is accurate and will be consolidated correctly.

Step 6: Confirm the Merge

1. Select Data to Merge: Decide which specific data fields to merge from the secondary record into the primary record. These fields might include medical history, documents, and notes.
2. Finalize Merge: Click 'Confirm' or 'Merge' to finalize the process. Ensure all necessary data is accurately merged into the primary record.

Step 7: Verify the Merge

1. Review Merged Record: Navigate back to the patient records section and search for the merged record.
2. Check Data Integrity: Review the combined record to ensure all information has been accurately merged and nothing crucial is missing.
3. Communicate Changes: Notify relevant team members about the merged record to avoid confusion in the future.