Merging Patient Records

Use the Patient Merge tool to merge a duplicate patient record into a primary record.

About this task

The Patient Merge tool is a wizard which takes you step-by-step through the merge process until the merge is completed.

Procedure

To merge two patient records:
  1. Ensure all users are logged out of Bluechip.
  2. Locate and run the PatientMerge.exe application. Typically, this is located at C:\Program Files (x86)\Health Communication Network\Blue Chip\Tools
  3. In the BlueChip Patient Merge Wizard welcome screen, click Next.
  4. In Step 1 of the wizard, select your database, and enter your username and password and click Next.
    If there are any users logged into Bluechip, you will be prompted. All users must be logged out of Bluechip before you can continue with the Wizard.

  5. In Step 2, select the two patient records you want to merge:
    1. In the Select the primary patient to keep section, locate and select the primary patient record. This is the record you will ultimately keep. To locate the patient record, enter one or more demographic details in the fields provided, and then click Search to retrieve patient records that match your criteria.
    2. In the Select patient to merge section, locate and select the patient record to merge. This is the record that will be merged into the primary record you selected. To locate the patient record, enter one or more demographic details in the fields provided, and click Search button to retrieve patient records that match your criteria.
    In the example below, the user has searched for a patient named Pauline Aconley, and the upper section of this window indicates that there are two results for patient records with this name. The user has determined that the record they wish to keep is that with a Medicare Number recorded, and therefore it is this record that has been selected as the primary record. In the lower section of this window, the same search was conducted. This time the user selected the record without a Medicare Number recorded. It is this record that will be merged into the primary.

  6. Click Next to review and confirm the patient selections you have made.
  7. Click Next to proceed with the merge. The merge commences, and upon completion you will be asked whether you wish to conduct another merge.
  8. Click No to exit the Wizard.