Difference between revisions of "Patient Merge"

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=== Intro ===
 
=== Intro ===
−
Patient Merge is a complex piece of software. Be sure to read the [http://www.va.gov/vdl/application.asp?appid=2 manual]. This will provider an overview of how to use it with WV.
+
Patient Merge is a complex piece of software. Be sure to read the [http://www.va.gov/vdl/application.asp?appid=2 manual]. This will provide an overview of how to use it with WV. I still get errors here and there due to the way WV has some fields that point to routines that don't exist. I get unexpected behavior here and there; the point is that it looks like it will need more work in the future.
  
 
=== Patient Merge Use Issues with WV ===
 
=== Patient Merge Use Issues with WV ===
 
There are few WV-related issues with Patient Merge that first need to be resolved.
 
There are few WV-related issues with Patient Merge that first need to be resolved.
 
* Due to various issues on how the MPI Parameters and the Local Site are set-up, the software may try to contact the MPI to resolve a merge, and fail to merge as a result. The actual issue should be present in any WV installation that uses the site number of 050; as the MPI thinks when comparing ICN's that start with 50 (from 050) that they are national since 050 isn't the same 50. An MPI bug to be sure, but why bother?
 
* Due to various issues on how the MPI Parameters and the Local Site are set-up, the software may try to contact the MPI to resolve a merge, and fail to merge as a result. The actual issue should be present in any WV installation that uses the site number of 050; as the MPI thinks when comparing ICN's that start with 50 (from 050) that they are national since 050 isn't the same 50. An MPI bug to be sure, but why bother?
−
* Patch [http://mirrors.medsphere.org/pub/downloads.va.gov/files/FOIA/Software/Patches_By_Application/XT-KERNEL%20TOOLKIT/XT-7P3_SEQ-94_PAT-113.TXT XT*7.3*113] takes away the ability for the local site to search the patient file for duplicates, and relegates that ability only to the Central MPI.
+
* Patch [https://foia-vista.osehra.org/Patches_By_Application/XT-KERNEL%20TOOLKIT/XT-7P3_SEQ-94_PAT-113.TXT XT*7.3*113] takes away the ability for the local site to search the patient file for duplicates, and relegates that ability only to the Central MPI. It looks like it has affected several places; so I need to fix all these different places. For now, I fixed only one routine which matters to me: Potential Duplicate Patient Search.
 
* X-ref ALK3 in file 15 on the Merge Status field has a bug in it. A completed merge (Merge Status = Merged) does not delete the ALK index entry. Thus, the IHS patient lookup routine erroneously says that the patient is a potential duplicate patient even though the patient has been merged already. I am not sure where the bug lies (IHS patient lookup or the Patient Merge software), but the ALK x-ref documentation says it's supposed to be deleted when it's merged.
 
* X-ref ALK3 in file 15 on the Merge Status field has a bug in it. A completed merge (Merge Status = Merged) does not delete the ALK index entry. Thus, the IHS patient lookup routine erroneously says that the patient is a potential duplicate patient even though the patient has been merged already. I am not sure where the bug lies (IHS patient lookup or the Patient Merge software), but the ALK x-ref documentation says it's supposed to be deleted when it's merged.
  
 
I created a patch to resolve these issues and you can find it here. This patch depends XT*7.3*113, as it fixes a change in that patch.
 
I created a patch to resolve these issues and you can find it here. This patch depends XT*7.3*113, as it fixes a change in that patch.
−
* Description: [http://bazaar.launchpad.net/~sam-habiel/astronaut-vista-server/enhancements/download/sam.habiel%40gmail.com-20110825211457-zvgppwvs0tgbsip9/jjih_pt_merge_softwa-20110825211406-sj7iowsxtttd0sa3-2/JJIH_PT_MERGE_SOFTWARE_UPDATES_0100.txt JJIH_PT_MERGE_SOFTWARE_UPDATES_0100.txt]
+
* Description: [[:File:JJIH_PT_MERGE_SOFTWARE_UPDATES_0110.txt]] 
−
* Kids: [http://bazaar.launchpad.net/~sam-habiel/astronaut-vista-server/enhancements/download/sam.habiel%40gmail.com-20110825211457-zvgppwvs0tgbsip9/jjih_pt_merge_softwa-20110825211406-sj7iowsxtttd0sa3-1/JJIH_PT_MERGE_SOFTWARE_UPDATES_0100.kids JJIH_PT_MERGE_SOFTWARE_UPDATES_0100.kids]
+
* Kids: [[:File:JJIH_PT_MERGE_SOFTWARE_UPDATES_0110.kids.txt]]
 +
 
 +
=== Patient Merge Use Issues with FOIA (as of February 2019) ===
 +
* Two packages have custom routines that affect record merge: CLINICAL INFO RESOURCE NETWORK (RG) and NDBI (A7R). The first one tries to talk to the MPI; and second one references a routine that doesn't exist. You need to go to the package file and remove the patient file merge from field 20 for each of those entries. Here's a screenscrape:
 +
<pre>
 +
OSEHRA>D P^DI
 +
 
 +
 
 +
VA FileMan 22.2
 +
 
 +
Identity = MANAGER,SYSTEM      SM     
 +
 
 +
Select OPTION: ENTER OR EDIT FILE ENTRIES 
 +
 
 +
 
 +
 
 +
Input to what File: PACKAGE
 +
    1  PACKAGE                          (144 entries)
 +
    2  PACKAGE INTERFACE                (122 entries)
 +
    3  PACKAGE SIZE                    (5310 entries)
 +
    4  PACKAGE TYPE                    (530 entries)
 +
CHOOSE 1-4: 1  PACKAGE                    (144 entries)
 +
EDIT WHICH FIELD: ALL// 20  AFFECTS RECORD MERGE  (multiple)
 +
  EDIT WHICH AFFECTS RECORD MERGE SUB-FIELD: ALL// .01  FILE AFFECTED
 +
  THEN EDIT AFFECTS RECORD MERGE SUB-FIELD:
 +
THEN EDIT FIELD:
 +
 
 +
 
 +
Select PACKAGE NAME: RG
 +
    1  RG  CLINICAL INFO RESOURCE NETWORK    RG
 +
    2  RGUT  RUN TIME LIBRARY    RGUT
 +
CHOOSE 1-2: 1  CLINICAL INFO RESOURCE NETWORK    RG
 +
Select FILE AFFECTED: PATIENT// @
 +
  SURE YOU WANT TO DELETE THE ENTIRE FILE AFFECTED? Y  (Yes)
 +
Select FILE AFFECTED:
 +
 
 +
 
 +
Select PACKAGE NAME: A7R  NDBI    A7R
 +
Select FILE AFFECTED: PATIENT// @
 +
  SURE YOU WANT TO DELETE THE ENTIRE FILE AFFECTED? Y  (Yes)
 +
Select FILE AFFECTED:
 +
 
 +
 
 +
Select PACKAGE NAME:
 +
</pre>
 +
* Patch [https://foia-vista.osehra.org/Patches_By_Application/XT-KERNEL%20TOOLKIT/XT-7P3_SEQ-94_PAT-113.TXT XT*7.3*113] takes away the ability for the local site to search the patient file for duplicates, and relegates that ability only to the Central MPI. You do not need to use this to use the package, but it makes finding the potential duplicate patients much easier. To undo this, in routine XDRDCOMP, change:
 +
<pre>
 +
S XDRFL=$$FILE^XDRDPICK(1) Q:XDRFL'>0
 +
</pre>
 +
to
 +
<pre>
 +
S XDRFL=$$FILE^XDRDPICK(0) Q:XDRFL'>0
 +
</pre>
 +
 
 +
And in routine XDRDQUE, comment out this line:
 +
<pre>
 +
N XDRNOPT S XDRNOPT=1
 +
</pre>
  
 
=== Prerequisite Set-up Before Using Patient Merge ===
 
=== Prerequisite Set-up Before Using Patient Merge ===
Line 20: Line 77:
 
* '''XDR''' (for day to day use of Patient Merge)
 
* '''XDR''' (for day to day use of Patient Merge)
 
* '''XDRMGR''' (for Manager Operations: doing the actual merge, Site Parameters)
 
* '''XDRMGR''' (for Manager Operations: doing the actual merge, Site Parameters)
 +
* '''DG ELIGIBILITY''' (ditto)
  
 
=== Patient Merge Set-Up on VISTA ===
 
=== Patient Merge Set-Up on VISTA ===
−
You need to set-up your site parameters first.
+
You need to set-up your site parameters first. If you want to be able to merge patients immediately, you need to set <tt>DAYS BEFORE FINAL VERIFY</tt> and <tt>DAYS BETWEEN VERIFY AND MERGE</tt> to zero, otherwise you will have to wait before being able to merge patients. This is done as a precaution. Once patients are merged, there is no way to unmerge them.
  
 
<code>XDR MAIN MENU > Manager Utilities > Edit Site Parameters</code>
 
<code>XDR MAIN MENU > Manager Utilities > Edit Site Parameters</code>
  
−
<pre>
+
<pre style="padding:1em;border:1px dashed #2f6fab;color:black;background-color:#f9f9f9;line-height:1.1em">
 
Select Manager Utilities Option: edt  Edit Site Parameters
 
Select Manager Utilities Option: edt  Edit Site Parameters
  
 
Select DUPLICATE RESOLUTION FILE TO BE CHECKED: PATIENT   
 
Select DUPLICATE RESOLUTION FILE TO BE CHECKED: PATIENT   
 
         ...OK? Yes//  (Yes)
 
         ...OK? Yes//  (Yes)
 +
</pre>
 +
[[Image:PtMergeSiteParam.png]]
 +
 +
=== Patient Merge Use on VISTA (Quick and Dirty)===
 +
If you have a couple of duplicate patients and are sure about them, you can do a quick merge as follows. This is not the preferred scenario.
 +
<pre style="padding:1em;border:1px dashed #2f6fab;color:black;background-color:#f9f9f9;line-height:1.1em">
 +
  XDRO  Operations ...
 +
  XDRU  Utilities ...
 +
  XDRM  Manager Utilities ...
 +
 +
Select Duplicate Resolution System Option: <b>XDRU</b>  Utilities
 +
Duplicate Resolution Utilities Menu
 +
 +
 +
 +
  ADD    Add Verified Duplicate Pair
 +
  CMP    Check Merge Process Status (reverse order)^M
 +
  CHCK  Check Pair of [[Record~|Record]]s to see if Duplicates^M
 +
  DSS    Display Search Status^M
 +
  EDIT  Edit the Status Field of a Duplicate [[Record~|Record]]^M
 +
  FIND  Find Potential Duplicates for an Entry in a File^M
 +
  VAL    Identify Potential Merge Problems^M
 +
  PRNT  Print List of File Duplicates^M
 +
  SCAN  Scan Possible Duplicates^M
 +
  TSF    Tally STATUS and MERGE STATUS Fields^M
 +
  VIEW  View Duplicate [[Record~|Record]] Entries^M
 +
 +
Select Utilities Option: ADD  Add Verified Duplicate Pair
 +
Add entries from which File: PATIENT   
 +
 +
* No potential duplicate threshold % check will be calculated for PATIENTS
 +
Select PATIENT: ZZ
 +
  1    ZZ LAB,TEST                        M 11-04-1970 749110470P
 +
                                                                        10000001
 +
  2    ZZ LAB,TESTTHREE                    F 03-03-1950 749030350P
 +
                                                                        10000033
 +
  3    ZZ LAB,TESTTWO                      M 11-04-1988 749110488P
 +
                                                                        10000011
 +
  4    ZZ PATIENT,TEST ONE          <A>    F 01-24-1945 000003322      1
 +
  5    ZZ PATIENT,TEST THREE        <CA>  M 01-15-1968                3
 +
ENTER '^' TO STOP, OR
 +
CHOOSE 1-5:
 +
  6    ZZ PATIENT,TEST TWO          <A>    M 12-25-1957                2
 +
  7    ZZ WRONG,PATIENT                    F 01-01-2001         
 +
                                                                      456552077
 +
          <Unresolved potential duplicate>
 +
  8    ZZ,WRONG                            M 06-06-1961 458414058
 +
                                                                      458414058
 +
                                                                        45841405
 +
8
 +
  9    ZZANDERSON,BRANDON                  M 04-09-1988 468992445
 +
                                                                      468992445
 +
          <Unresolved potential duplicate>
 +
  10    ZZBARNES,ZZJUSTON                  M 01-01-2001 016996491
 +
                                                                      016996491
 +
ENTER '^' TO STOP, OR
 +
CHOOSE 1-10: ^
 +
Select PATIENT:
 +
 +
 +
  ADD    Add Verified Duplicate Pair
 +
  CMP    Check Merge Process Status (reverse order)
 +
  CHCK  Check Pair of [[Record~|Record]]s to see if Duplicates
 +
  DSS    Display Search Status
 +
  EDIT  Edit the Status Field of a Duplicate [[Record~|Record]]
 +
  FIND  Find Potential Duplicates for an Entry in a File
 +
  VAL    Identify Potential Merge Problems
 +
  PRNT  Print List of File Duplicates
 +
  SCAN  Scan Possible Duplicates
 +
  TSF    Tally STATUS and MERGE STATUS Fields
 +
  VIEW  View Duplicate [[Record~|Record]] Entries
 +
 +
Select Utilities Option: ADD  Add Verified Duplicate Pair
 +
Add entries from which File: PATIENT
 +
 +
* No potential duplicate threshold % check will be calculated for PATIENTS
 +
Select PATIENT: ZZ
 +
  1    ZZ LAB,TEST                        M 11-04-1970 749110470P
 +
                                                                        10000001
 +
  2    ZZ LAB,TESTTHREE                    F 03-03-1950 749030350P
 +
                                                                        10000033
 +
  3    ZZ LAB,TESTTWO                      M 11-04-1988 749110488P
 +
                                                                        10000011
 +
  4    ZZ PATIENT,TEST ONE          <A>    F 01-24-1945 000003322      1
 +
  5    ZZ PATIENT,TEST THREE        <CA>  M 01-15-1968                3
 +
ENTER '^' TO STOP, OR
 +
CHOOSE 1-5: 1
 +
  ZZ LAB,TEST                              M 11-04-1970 749110470P
 +
                                                                        10000001
 +
    Another  PATIENT:
 +
ZZ PATIENT,TEST THREE
 +
                                    <CA>  M 01-15-1968                3
 +
 +
You will be adding the following pair of [[record~|Record]]s to the duplicate [[record~|Record]] file:
 +
 +
    [[RECORD~|Record]]1:  ZZ PATIENT,TEST THREE
 +
    [[RECORD~|Record]]2:  ZZ LAB,TEST
 +
 +
 +
Type <Enter> to continue or '^' to exit:  Ok, continuing, hold on ...
 +
 +
        [[RECORD~|Record]]1 contains fewer data elements, usually this would indicate
 +
                that this [[record~|Record]] would be merged INTO the other.
 +
 +
Determine if these entries ARE or ARE NOT duplicates.
 +
 +
                              [[RECORD~|Record]]1 [#33747]        [[RECORD~|Record]]2 [#3]
 +
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
 +
                                                      E
 +
                              CMOR SCORE = 310        CMOR SCORE = 110
 +
----------------------------------------------------------------------------
 +
 +
****  NAME                    "ZZ LAB,TEST"            "ZZ PATIENT,TEST THR
 +
                                                      EE"
 +
 +
      SEX                    MALE                    MALE
 +
 +
****  DATE OF BIRTH          11/04/1970              01/15/1968
 +
 +
 +
                              [[RECORD~|Record]]1 [#33747]        [[RECORD~|Record]]2 [#3]
 +
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
 +
                                                      E
 +
                              CMOR SCORE = 310        CMOR SCORE = 110
 +
----------------------------------------------------------------------------
 +
 +
      MARITAL STATUS                                  UNKNOWN
 +
 +
      OCCUPATION                                      "UNEMPLOYED"
 +
 +
      CHECK FOR DUPLICATE    YES                      YES
 +
 +
 +
 +
                              [[RECORD~|Record]]1 [#33747]        [[RECORD~|Record]]2 [#3]
 +
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
 +
                                                      E
 +
                              CMOR SCORE = 310        CMOR SCORE = 110
 +
----------------------------------------------------------------------------
 +
 +
      SOCIAL SECURITY NUMB    "749110470P"           
 +
      ER                                             
 +
 +
      PSEUDO SSN REASON      NO SSN ASSIGNED         
 +
 +
      REMARKS                "[PATIENT DIED ON 07   
 +
                              /14/11]"               
 +
 +
 +
                              [[RECORD~|Record]]1 [#33747]        [[RECORD~|Record]]2 [#3]
 +
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
 +
                                                      E
 +
                              CMOR SCORE = 310        CMOR SCORE = 110
 +
----------------------------------------------------------------------------
 +
 +
      PLACE OF BIRTH [CITY                            "MIAMI"
 +
      ]                                               
 +
 +
      PLACE OF BIRTH [STAT                            FLORIDA
 +
      E]                                             
 +
 +
 +
                              [[RECORD~|Record]]1 [#33747]        [[RECORD~|Record]]2 [#3]
 +
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
 +
                                                      E
 +
                              CMOR SCORE = 310        CMOR SCORE = 110
 +
----------------------------------------------------------------------------
 +
 +
      WHO ENTERED PATIENT    ADMINISTRATOR,SYSTEM   
 +
 +
      DATE ENTERED INTO FI    3/25/11                 
 +
      LE                                             
 +
 +
      STREET ADDRESS [LINE                            "123 ANYWHERE"
 +
      1]                                             
 +
 +
                              [[RECORD~|Record]]1 [#33747]        [[RECORD~|Record]]2 [#3]
 +
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
 +
                                                      E
 +
                              CMOR SCORE = 310        CMOR SCORE = 110
 +
----------------------------------------------------------------------------
 +
 +
      ZIP+4                                            46123
 +
 +
      CITY                                            "AVON"
 +
 +
      STATE                                            INDIANA
 +
 +
                              [[RECORD~|Record]]1 [#33747]        [[RECORD~|Record]]2 [#3]
 +
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
 +
                                                      E
 +
                              CMOR SCORE = 310        CMOR SCORE = 110
 +
----------------------------------------------------------------------------
 +
 +
      ZIP CODE                                        "46123"
 +
 +
      COUNTY                                          063
 +
 +
      ADDRESS CHANGE DT/TM                            7/24/05 17:37:52
 +
 +
                              [[RECORD~|Record]]1 [#33747]        [[RECORD~|Record]]2 [#3]
 +
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
 +
                                                      E
 +
                              CMOR SCORE = 310        CMOR SCORE = 110
 +
----------------------------------------------------------------------------
 +
 +
      ADDRESS CHANGE SOURC                            VAMC
 +
      E                                               
 +
 +
      ADDRESS CHANGE SITE                              BAD POINTER VALUE IN
 +
                                                        FILE
 +
 +
                              [[RECORD~|Record]]1 [#33747]        [[RECORD~|Record]]2 [#3]
 +
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
 +
                                                      E
 +
                              CMOR SCORE = 310        CMOR SCORE = 110
 +
----------------------------------------------------------------------------
 +
 +
      ADDRESS CHANGE USER                              STARTUP,SYSTEM
 +
 +
      K-NAME OF PRIMARY NO                            "CLAUSE,SANTA"
 +
      K                                               
 +
 +
      K-RELATIONSHIP TO PA                            "FRIEND"
 +
      TIENT                                           
 +
 +
                              [[RECORD~|Record]]1 [#33747]        [[RECORD~|Record]]2 [#3]
 +
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
 +
                                                      E
 +
                              CMOR SCORE = 310        CMOR SCORE = 110
 +
----------------------------------------------------------------------------
 +
 +
      K-ADDRESS SAME AS PA                            NO
 +
      TIENT'S?                                       
 +
 +
      MOTHER'S MAIDEN NAME                            "NITWIT,"
 +
 +
      SERVICE CONNECTED?      NO                      NO
 +
 +
                              [[RECORD~|Record]]1 [#33747]        [[RECORD~|Record]]2 [#3]
 +
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
 +
                                                      E
 +
                              CMOR SCORE = 310        CMOR SCORE = 110
 +
----------------------------------------------------------------------------
 +
 +
      EMPLOYMENT STATUS                                UNKNOWN
 +
 +
      COVERED BY HEALTH IN                            NO
 +
      SURANCE?                                       
 +
 +
      PERIOD OF SERVICE                                OTHER REIMBURS. (NON
 +
                                                      -VET)
 +
 +
                              [[RECORD~|Record]]1 [#33747]        [[RECORD~|Record]]2 [#3]
 +
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
 +
                                                      E
 +
                              CMOR SCORE = 310        CMOR SCORE = 110
 +
----------------------------------------------------------------------------
 +
 +
      DATE OF DEATH          7/14/11 17:28:14       
 +
 +
      DEATH ENTERED BY        WHITLOW,LACHERYL       
 +
 +
      SOURCE OF NOTIFICATI    INPATIENT AT VAMC       
 +
      ON                                             
 +
 +
                              [[RECORD~|Record]]1 [#33747]        [[RECORD~|Record]]2 [#3]
 +
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
 +
                                                      E
 +
                              CMOR SCORE = 310        CMOR SCORE = 110
 +
----------------------------------------------------------------------------
 +
 +
      DATE OF DEATH LAST U    7/14/11 17:28:14       
 +
      PDATED                                         
 +
 +
      LAST EDITED BY          WHITLOW,LACHERYL       
 +
 +
****  PRIMARY ELIGIBILITY    EHR PATIENT              REIMBURSABLE INSURAN
 +
      CODE                                            CE
 +
 +
                              [[RECORD~|Record]]1 [#33747]        [[RECORD~|Record]]2 [#3]
 +
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
 +
                                                      E
 +
                              CMOR SCORE = 310        CMOR SCORE = 110
 +
----------------------------------------------------------------------------
 +
 +
****  PRIMARY LONG ID        "10000001"              "--"
 +
 +
      PRIMARY SHORT ID        "0001"                 
 +
 +
      NAME COMPONENTS        2                        2
 +
 +
                              [[RECORD~|Record]]1 [#33747]        [[RECORD~|Record]]2 [#3]
 +
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
 +
                                                      E
 +
                              CMOR SCORE = 310        CMOR SCORE = 110
 +
----------------------------------------------------------------------------
 +
 +
      K-NAME COMPONENTS                                2
 +
 +
****  LABORATORY REFERENCE    8                        3
 +
 +
      TYPE                    VISTA OFFICE EHR        VISTA OFFICE EHR
 +
 +
                              [[RECORD~|Record]]1 [#33747]        [[RECORD~|Record]]2 [#3]
 +
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
 +
                                                      E
 +
                              CMOR SCORE = 310        CMOR SCORE = 110
 +
----------------------------------------------------------------------------
 +
 +
      INTEGRATION CONTROL    500004122                500000002
 +
      NUMBER                                         
 +
 +
      ICN CHECKSUM            "432992"                "140241"
 +
 +
****  COORDINATING MASTER    INTRACARE HOSPITAL S    OFFICE OF INFORMATIO
 +
      OF [[RECORD~|Record]]              YSTEM                    N SRV CNTR
 +
 +
                              [[RECORD~|Record]]1 [#33747]        [[RECORD~|Record]]2 [#3]
 +
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
 +
                                                      E
 +
                              CMOR SCORE = 310        CMOR SCORE = 110
 +
----------------------------------------------------------------------------
 +
 +
      LOCALLY ASSIGNED ICN    YES                      YES
 +
 +
****  CMOR ACTIVITY SCORE    310                      110
 +
 +
      SCORE CALCULATION DA    8/27/11                  8/27/11
 +
      TE                                             
 +
 +
                              [[RECORD~|Record]]1 [#33747]        [[RECORD~|Record]]2 [#3]
 +
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
 +
                                                      E
 +
                              CMOR SCORE = 310        CMOR SCORE = 110
 +
----------------------------------------------------------------------------
 +
 +
      VETERAN (Y/N)?          NO                      NO
 +
 +
****  KEENE PERSONAL ACCT    "123456"                "343234"
 +
 +
                              [[RECORD~|Record]]1 [#33747]        Record~|RECORD]]2 [#3]
 +
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
 +
                                                      E
 +
                              CMOR SCORE = 310        CMOR SCORE = 110
 +
----------------------------------------------------------------------------
 +
 +
PATIENT ELIGIBILITIES        1 entry                  1 entry
 +
 +
DISPOSITION LOG-IN DATE/T    1 entry                  1 entry
 +
 +
KEENE ADMISSION ACCOUNT N    1 entry                  ---
 +
 +
                              [[RECORD~|Record]]1 [#33747]        [[RECORD~|Record]]2 [#3]
 +
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
 +
                                                      E
 +
                              CMOR SCORE = 310        CMOR SCORE = 110
 +
----------------------------------------------------------------------------
 +
 +
    Select one of the following:
 +
 +
          V        VERIFIED DUPLICATE
 +
          N        VERIFIED, NOT A DUPLICATE
 +
          U        UNABLE TO DETERMINE
 +
          H        HEALTH SUMMARY
 +
          R        REVIEW DATA AGAIN
 +
          S        SELECT/REVIEW OVERWRITES
 +
 +
Select [[Action~|Action]]: HEALTH SUMMARY// VERIFIED DUPLICATE
 +
 +
 +
                    [[RECORD~|Record]]1 [#33747]        [[RECORD~|Record]]2 [#3]
 +
                    ZZ LAB,TEST              ZZ PATIENT,TEST THREE
 +
 +
    Select one of the following:
 +
 +
          1        [[RECORD~|Record]]1 INTO [[RECORD~|Record]]2
 +
          2        [[RECORD~|Record]]2 INTO [[RECORD~|Record]]1
 +
 +
Which [[record~|Record]] (1 or 2) should be MERGED INTO the other [[record~|Record]]: [[RECORD~|Record]]1 INTO [[RECOR
 +
D~|Record]]2//
 +
 +
Do you want to ADD another pair (Y/N)? NO
 +
</pre>
 +
 +
After you add a verified duplicate, then you approve it for merge in the Operations Menu.
 +
 +
<pre style="padding:1em;border:1px dashed #2f6fab;color:black;background-color:#f9f9f9;line-height:1.1em">
 +
 +
Duplicate Resolution Operations Menu
 +
 +
 +
 +
  APP    Approve verified duplicates for merging
 +
  VPD    Verify Potential Duplicates
 +
  ADR    Ancillary Data Review
 +
 +
Select Operations Option: app  Approve verified duplicates for merging
 +
 +
1  Entries are awaiting approval for merging  Return to continue...
 +
 +
  1    ZZWRONG,PATIENT                  --                [26877]
 +
        ZZ WRONG,PATIENT                  --                [4949]
 +
 +
Select entries to approve them for merging:  (1-1): 1
 +
</pre>
 +
 +
After you approve the merge, then you schedule a job to merge it from the Manager's menu.
 +
 +
<pre style="padding:1em;border:1px dashed #2f6fab;color:black;background-color:#f9f9f9;line-height:1.1em">
 +
Duplicate Manager Utilities Menu
 +
 +
 +
 +
  EDT    Edit Site Parameters
 +
  LIST  List File Entries Identified in Preliminary Scan
 +
  SCN    Preliminary Scan of File for Errors
 +
  PRGM  Purge Merge Process File
 +
  RES    Restart a Merge Process
 +
  SCH    Schedule Process to Merge Verified Duplicates
 +
  SRCH  Start/Halt Duplicate Search
 +
  STOP  STOP an Active Merge Process
 +
 +
Select Manager Utilities Option: SCH  Schedule Process to Merge Verified Duplica
 +
tes
 +
 +
1  Entries Ready to be included in merge
 +
This process will take a **LONG** time (usually over 15 hours, and sometimes
 +
considerably longer), but you CAN stop and restart the process when you
 +
want using the options.  OK? YES
 +
 +
 +
Name for Merge Process: MERGE 20110827
 +
START DATE/TIME: NOW  (AUG 27, 2011@12:06:54)
 +
 +
Merge process 'MERGE 20110827' for Verified Duplicates in File 2 scheduled
 +
as task 400609.
 +
</pre>
 +
To see whether the merge process completed or not, here is how you do it.
 +
<pre style="padding:1em;border:1px dashed #2f6fab;color:black;background-color:#f9f9f9;line-height:1.1em">
 +
Duplicate Resolution Utilities Menu
 +
 +
 +
 +
  ADD    Add Verified Duplicate Pair
 +
  CMP    Check Merge Process Status (reverse order)
 +
  CHCK  Check Pair of [[Record~|Record]]s to see if Duplicates
 +
  DSS    Display Search Status
 +
  EDIT  Edit the Status Field of a Duplicate [[Record~|Record]]
 +
  FIND  Find Potential Duplicates for an Entry in a File
 +
  VAL    Identify Potential Merge Problems
 +
  PRNT  Print List of File Duplicates
 +
  SCAN  Scan Possible Duplicates
 +
  TSF    Tally STATUS and MERGE STATUS Fields
 +
  VIEW  View Duplicate [[Record~|Record]] Entries
 +
 +
Select Utilities Option: CMP
 +
 +
                                                      Current  Current
 +
Merge Set            Start    Stat  Last Chk  Phase  File      Entry
 +
 +
MERGE 20110827      08/27 12:06  C  08/27 12:07
 +
  DATA CHECKING    08/27 12:06  C  08/27 12:06
 +
  LAB SERVICE      08/27 12:06  C  08/27 12:06
 +
  INTEGRATED BILL  08/27 12:06  C  08/27 12:06
 +
  ACCOUNTS RECEIV  08/27 12:06  C  08/27 12:06
 +
  FEE BASIS        08/27 12:06  C  08/27 12:06
 +
  ICR - IMMUNOLOG  08/27 12:06  C  08/27 12:06
 +
  NDBI              08/27 12:06  C  08/27 12:06
 +
  ENROLLMENT APPL  08/27 12:06  C  08/27 12:06
 +
  PATIENT FILE      08/27 12:06  C  08/27 12:06
 +
      THREAD 2      08/27 12:06  C  08/27 12:06
 +
      THREAD 3      08/27 12:06  C  08/27 12:07
 +
</pre>
 +
 +
If you ever see <tt>NO PAIRS LEFT</tt> and then <tt>** STOPPED **</tt>, it means that your patient merge failed. I traced it, and it usually means that it's running through the package routines that do the merge (field 20 in the package file), and one of them decided to abort. Check to see which package that is, and you may have to debug to see why it decided to reject the merge.
 +
 +
=== Patient Merge on VISTA (The Proper Way) ===
 +
First, scan the patient file for possible duplicates. You do that from the Manager's menu.
 +
 +
<pre style="padding:1em;border:1px dashed #2f6fab;color:black;background-color:#f9f9f9;line-height:1.1em">
 +
Duplicate Manager Utilities Menu
 +
 +
 +
 +
  EDT    Edit Site Parameters
 +
  LIST  List File Entries Identified in Preliminary Scan
 +
  SCN    Preliminary Scan of File for Errors
 +
  PRGM  Purge Merge Process File
 +
  RES    Restart a Merge Process
 +
  SCH    Schedule Process to Merge Verified Duplicates
 +
  SRCH  Start/Halt Duplicate Search
 +
  STOP  STOP an Active Merge Process
 +
 +
Select Manager Utilities Option: SRCH  Start/Halt Duplicate Search
 +
Select file to be checked for duplicates: PATIENT 
 +
 +
 +
 +
 +
 +
                            Duplicate PATIENT Search
 +
 +
Search Type  Date Completed    Status      hours:min      # [[Record~|Record]]s Checked
 +
-----------  --------------    ------    --------------    -----------------
 +
 +
BASIC        AUG 27,2011@12:48  COMPLETED          0:00      34939/34939 100.0%
 +
 +
 +
0 Potential Duplicate pairs added to the DUPLICATE [[RECORD~|Record]] FILE (#15)
 +
 +
Do You wish to RUN a search (Y/N)? YES
 +
Which type of Search do you wish to run ? (BASIC/NEW) BASIC// BASIC
 +
This process will take a **LONG** time (known to exceed 100  hours),
 +
but you CAN stop and restart the process when you want using
 +
the options  OK? YES
 +
Requested Start Time: NOW//  (AUG 27, 2011@13:16:58)
 +
</pre>
 +
After you do that, you go to the Operations Menu, to Verify Potential Duplicates, then Approve them for Merging.
 +
<pre style="padding:1em;border:1px dashed #2f6fab;color:black;background-color:#f9f9f9;line-height:1.1em">
 +
Duplicate Resolution Operations Menu
 +
 +
 +
 +
  APP    Approve verified duplicates for merging
 +
  VPD    Verify Potential Duplicates
 +
  ADR    Ancillary Data Review
 +
 +
Select Operations Option: vpd  Verify Potential Duplicates
 +
 +
 +
At the following [[prompt~|Prompt]] select a POTENTIAL DUPLICATE ENTRY.  If a selection
 +
is not made, you will be given a chance to select from a list if you
 +
want to.  Otherwise, you will be returned to the menu system.
 +
 +
Select PATIENT: zz
 +
There are 77 choices.
 +
 +
...
 +
 +
    Select one of the following:
 +
 +
          V        VERIFIED DUPLICATE
 +
          N        VERIFIED, NOT A DUPLICATE
 +
          U        UNABLE TO DETERMINE
 +
          H        HEALTH SUMMARY
 +
          R        REVIEW DATA AGAIN
 +
          S        SELECT/REVIEW OVERWRITES
 +
 +
Select [[Action~|Action]]: HEALTH SUMMARY// v  VERIFIED DUPLICATE
 +
 +
 +
                    [[RECORD~|Record]]1 [#338]          [[RECORD~|Record]]2 [#333]
 +
                    ZZFAKE,PATIENT          ZZFAKE,PATIENT
 +
 +
    Select one of the following:
 +
 +
          1        [[RECORD~|Record]]1 INTO [[RECORD~|Record]]2
 +
          2        [[RECORD~|Record]]2 INTO [[RECORD~|Record]]1
 +
 +
Which record (1 or 2) should be MERGED INTO the other record: [[RECORD~|Record]]1 INTO [[RECOR
 +
D~|Record]]2//
 +
 +
At the following [[prompt~|Prompt]] select a POTENTIAL DUPLICATE ENTRY.  If a selection
 +
is not made, you will be given a chance to select from a list if you
 +
want to.  Otherwise, you will be returned to the menu system.
 +
 +
Select PATIENT:
 +
Do you want to select from a list of potential duplicates? YES// n  NO
 +
 +
 +
  APP    Approve verified duplicates for merging
 +
  VPD    Verify Potential Duplicates
 +
  ADR    Ancillary Data Review
 +
 +
Select Operations Option: app  Approve verified duplicates for merging
 +
 +
1  Entries are awaiting approval for merging  Return to continue...
 +
 +
  1    ZZFAKE,PATIENT                    111-19-8541      [338]
 +
        ZZFAKE,PATIENT                    111-18-8541      [333]
 +
 +
Select entries to approve them for merging:  (1-1): 1
 +
</pre>
 +
Then you schedule the Merge through the Manager's Menu as before:
 +
<pre style="padding:1em;border:1px dashed #2f6fab;color:black;background-color:#f9f9f9;line-height:1.1em">
 +
Duplicate Manager Utilities Menu
 +
 +
 +
 +
  EDT    Edit Site Parameters
 +
  LIST  List File Entries Identified in Preliminary Scan
 +
  SCN    Preliminary Scan of File for Errors
 +
  PRGM  Purge Merge Process File
 +
  RES    Restart a Merge Process
 +
  SCH    Schedule Process to Merge Verified Duplicates
 +
  SRCH  Start/Halt Duplicate Search
 +
  STOP  STOP an Active Merge Process
  
 +
Select Manager Utilities Option: sch  Schedule Process to Merge Verified Duplica
 +
tes
  
 +
2  Entries Ready to be included in merge
 +
This process will take a **LONG** time (usually over 15 hours, and sometimes
 +
considerably longer), but you CAN stop and restart the process when you
 +
want using the options.  OK? y  YES
  
  
 +
Name for Merge Process: MERGE 20110827-02
 +
START DATE/TIME: NOW  (AUG 27, 2011@13:50:13)
  
 +
Merge process 'MERGE 20110827-02' for Verified Duplicates in File 2 scheduled
 +
as task 400650.
  
−
                          DUPLICATE RESOLUTION FILE
 
−
FILE TO BE CHECKED: PATIENT           
 
−
_______________________________________________________________________________
 
  
−
                  MERGE MAIL GROUP:                             
 
−
      DUPLICATE MANAGER MAIL GROUP:                             
 
−
    POTENTIAL DUPLICATE THRESHOLD%: 60
 
−
          DAYS BEFORE FINAL VERIFY: 0
 
−
    DAYS BETWEEN VERIFY AND MERGE: 0
 
−
                NUMBER OF THREADS: 3
 
  
−
                        ANCILLARY SERVICE
+
  EDT    Edit Site Parameters
−
                        -----------------
+
  LIST  List File Entries Identified in Preliminary Scan
−
                        LABORATORY             
+
  SCN    Preliminary Scan of File for Errors
−
                        PHARMACY               
+
  PRGM  Purge Merge Process File
−
                        RADIOLOGY               
+
  RES    Restart a Merge Process
−
                                                 
+
  SCH    Schedule Process to Merge Verified Duplicates
−
_______________________________________________________________________________
+
  SRCH  Start/Halt Duplicate Search
−
Click on one of the above COMMANDs, or on a FIELD
+
  STOP  STOP an Active Merge Process
  
 +
---
 +
</pre>
 +
Checking the Status (CMP) in the Utilities Menu, we see that it's done:
 +
<pre style="padding:1em;border:1px dashed #2f6fab;color:black;background-color:#f9f9f9;line-height:1.1em">
 +
                                                      Current  Current
 +
Merge Set            Start    Stat  Last Chk  Phase  File      Entry
  
 +
MERGE 20110827-02  08/27 13:50  C  08/27 13:50
 +
  DATA CHECKING    08/27 13:50  C  08/27 13:50
 +
  LAB SERVICE      08/27 13:50  C  08/27 13:50
 +
  INTEGRATED BILL  08/27 13:50  C  08/27 13:50
 +
  ACCOUNTS RECEIV  08/27 13:50  C  08/27 13:50
 +
  FEE BASIS        08/27 13:50  C  08/27 13:50
 +
  ICR - IMMUNOLOG  08/27 13:50  C  08/27 13:50
 +
  NDBI              08/27 13:50  C  08/27 13:50
 +
  ENROLLMENT APPL  08/27 13:50  C  08/27 13:50
 +
  PATIENT FILE      08/27 13:50  C  08/27 13:50
 +
      THREAD 2      08/27 13:50  C  08/27 13:50
 +
      THREAD 3      08/27 13:50  C  08/27 13:50
  
 +
</pre>
  
−
COMMAND: E                                                        HELP  Insert
+
=== Sample workflow for a Production System ===
 +
Theokli Hotzoglou posted the menu that they made at Lutheran to make the steps more straightforward for the HIMS dept. Thanks Theokli!
  
 +
<pre style="padding:1em;border:1px dashed #2f6fab;color:black;background-color:#f9f9f9;line-height:1.1em">
 +
  CH    Check Pair of [[Record~|Record]]s to see if Duplicates
 +
  VAL    Identify Potential Merge Problems
 +
  ADD    Add Verified Duplicate Pair
 +
  ADR    Ancillary Data Review
 +
  APP    Approve verified duplicates for merging
 +
  HS    Health Summary Coordinator's Menu ...
 +
  SCH    Schedule Process to Merge Verified Duplicates
 +
  TSF    Tally STATUS and MERGE STATUS Fields
 +
  CMP    Check Merge Process Status (reverse order)
 +
  MAIL  MailMan Menu ...
 
</pre>
 
</pre>

Latest revision as of 17:42, 23 May 2019

Written by Sam Habiel. Questions? http://groups.google.com/group/hardhats.

Intro

Patient Merge is a complex piece of software. Be sure to read the manual. This will provide an overview of how to use it with WV. I still get errors here and there due to the way WV has some fields that point to routines that don't exist. I get unexpected behavior here and there; the point is that it looks like it will need more work in the future.

Patient Merge Use Issues with WV

There are few WV-related issues with Patient Merge that first need to be resolved.

  • Due to various issues on how the MPI Parameters and the Local Site are set-up, the software may try to contact the MPI to resolve a merge, and fail to merge as a result. The actual issue should be present in any WV installation that uses the site number of 050; as the MPI thinks when comparing ICN's that start with 50 (from 050) that they are national since 050 isn't the same 50. An MPI bug to be sure, but why bother?
  • Patch XT*7.3*113 takes away the ability for the local site to search the patient file for duplicates, and relegates that ability only to the Central MPI. It looks like it has affected several places; so I need to fix all these different places. For now, I fixed only one routine which matters to me: Potential Duplicate Patient Search.
  • X-ref ALK3 in file 15 on the Merge Status field has a bug in it. A completed merge (Merge Status = Merged) does not delete the ALK index entry. Thus, the IHS patient lookup routine erroneously says that the patient is a potential duplicate patient even though the patient has been merged already. I am not sure where the bug lies (IHS patient lookup or the Patient Merge software), but the ALK x-ref documentation says it's supposed to be deleted when it's merged.

I created a patch to resolve these issues and you can find it here. This patch depends XT*7.3*113, as it fixes a change in that patch.

Patient Merge Use Issues with FOIA (as of February 2019)

  • Two packages have custom routines that affect record merge: CLINICAL INFO RESOURCE NETWORK (RG) and NDBI (A7R). The first one tries to talk to the MPI; and second one references a routine that doesn't exist. You need to go to the package file and remove the patient file merge from field 20 for each of those entries. Here's a screenscrape:
OSEHRA>D P^DI


VA FileMan 22.2

Identity = MANAGER,SYSTEM       SM       

Select OPTION: ENTER OR EDIT FILE ENTRIES  



Input to what File: PACKAGE
     1   PACKAGE                          (144 entries)
     2   PACKAGE INTERFACE                (122 entries)
     3   PACKAGE SIZE                     (5310 entries)
     4   PACKAGE TYPE                     (530 entries)
CHOOSE 1-4: 1  PACKAGE                    (144 entries)
EDIT WHICH FIELD: ALL// 20  AFFECTS RECORD MERGE  (multiple)
   EDIT WHICH AFFECTS RECORD MERGE SUB-FIELD: ALL// .01  FILE AFFECTED
   THEN EDIT AFFECTS RECORD MERGE SUB-FIELD: 
THEN EDIT FIELD: 


Select PACKAGE NAME: RG
     1   RG  CLINICAL INFO RESOURCE NETWORK     RG
     2   RGUT  RUN TIME LIBRARY     RGUT
CHOOSE 1-2: 1  CLINICAL INFO RESOURCE NETWORK     RG
Select FILE AFFECTED: PATIENT// @
   SURE YOU WANT TO DELETE THE ENTIRE FILE AFFECTED? Y  (Yes)
Select FILE AFFECTED: 


Select PACKAGE NAME: A7R  NDBI     A7R
Select FILE AFFECTED: PATIENT// @
   SURE YOU WANT TO DELETE THE ENTIRE FILE AFFECTED? Y  (Yes)
Select FILE AFFECTED: 


Select PACKAGE NAME:
  • Patch XT*7.3*113 takes away the ability for the local site to search the patient file for duplicates, and relegates that ability only to the Central MPI. You do not need to use this to use the package, but it makes finding the potential duplicate patients much easier. To undo this, in routine XDRDCOMP, change:
S XDRFL=$$FILE^XDRDPICK(1) Q:XDRFL'>0

to 

S XDRFL=$$FILE^XDRDPICK(0) Q:XDRFL'>0

And in routine XDRDQUE, comment out this line: 

N XDRNOPT S XDRNOPT=1

Prerequisite Set-up Before Using Patient Merge

Your user has to have access to the XDR MAIN MENU Menu.

Your user has to have the following keys:

  • XDR (for day to day use of Patient Merge)
  • XDRMGR (for Manager Operations: doing the actual merge, Site Parameters)
  • DG ELIGIBILITY (ditto)

Patient Merge Set-Up on VISTA

You need to set-up your site parameters first. If you want to be able to merge patients immediately, you need to set DAYS BEFORE FINAL VERIFY and DAYS BETWEEN VERIFY AND MERGE to zero, otherwise you will have to wait before being able to merge patients. This is done as a precaution. Once patients are merged, there is no way to unmerge them.

XDR MAIN MENU > Manager Utilities > Edit Site Parameters 

Select Manager Utilities Option: edt  Edit Site Parameters

Select DUPLICATE RESOLUTION FILE TO BE CHECKED: PATIENT  
         ...OK? Yes//   (Yes)

PtMergeSiteParam.png

Patient Merge Use on VISTA (Quick and Dirty)

If you have a couple of duplicate patients and are sure about them, you can do a quick merge as follows. This is not the preferred scenario. 

   XDRO   Operations ...
   XDRU   Utilities ...
   XDRM   Manager Utilities ...

Select Duplicate Resolution System Option: <b>XDRU</b>  Utilities
Duplicate Resolution Utilities Menu



   ADD    Add Verified Duplicate Pair
   CMP    Check Merge Process Status (reverse order)^M
   CHCK   Check Pair of [[Record~|Record]]s to see if Duplicates^M
   DSS    Display Search Status^M
   EDIT   Edit the Status Field of a Duplicate [[Record~|Record]]^M
   FIND   Find Potential Duplicates for an Entry in a File^M
   VAL    Identify Potential Merge Problems^M
   PRNT   Print List of File Duplicates^M
   SCAN   Scan Possible Duplicates^M
   TSF    Tally STATUS and MERGE STATUS Fields^M
   VIEW   View Duplicate [[Record~|Record]] Entries^M

Select Utilities Option: ADD  Add Verified Duplicate Pair
Add entries from which File: PATIENT    

* No potential duplicate threshold % check will be calculated for PATIENTS
Select PATIENT: ZZ
   1    ZZ LAB,TEST                         M 11-04-1970 749110470P
                                                                        10000001
   2    ZZ LAB,TESTTHREE                    F 03-03-1950 749030350P
                                                                        10000033
   3    ZZ LAB,TESTTWO                      M 11-04-1988 749110488P
                                                                        10000011
   4    ZZ PATIENT,TEST ONE          <A>    F 01-24-1945 000003322      1
   5    ZZ PATIENT,TEST THREE        <CA>   M 01-15-1968                3
ENTER '^' TO STOP, OR
CHOOSE 1-5: 
   6    ZZ PATIENT,TEST TWO          <A>    M 12-25-1957                2
   7    ZZ WRONG,PATIENT                    F 01-01-2001          
                                                                       456552077
          <Unresolved potential duplicate>
   8    ZZ,WRONG                            M 06-06-1961 458414058
                                                                       458414058
                                                                        45841405
8
   9    ZZANDERSON,BRANDON                  M 04-09-1988 468992445
                                                                       468992445
          <Unresolved potential duplicate>
   10    ZZBARNES,ZZJUSTON                  M 01-01-2001 016996491
                                                                       016996491
ENTER '^' TO STOP, OR
CHOOSE 1-10: ^
Select PATIENT: 


   ADD    Add Verified Duplicate Pair
   CMP    Check Merge Process Status (reverse order)
   CHCK   Check Pair of [[Record~|Record]]s to see if Duplicates
   DSS    Display Search Status
   EDIT   Edit the Status Field of a Duplicate [[Record~|Record]]
   FIND   Find Potential Duplicates for an Entry in a File
   VAL    Identify Potential Merge Problems
   PRNT   Print List of File Duplicates
   SCAN   Scan Possible Duplicates
   TSF    Tally STATUS and MERGE STATUS Fields
   VIEW   View Duplicate [[Record~|Record]] Entries

Select Utilities Option: ADD  Add Verified Duplicate Pair
Add entries from which File: PATIENT

* No potential duplicate threshold % check will be calculated for PATIENTS
Select PATIENT: ZZ
   1    ZZ LAB,TEST                         M 11-04-1970 749110470P
                                                                        10000001
   2    ZZ LAB,TESTTHREE                    F 03-03-1950 749030350P
                                                                        10000033
   3    ZZ LAB,TESTTWO                      M 11-04-1988 749110488P
                                                                        10000011
   4    ZZ PATIENT,TEST ONE          <A>    F 01-24-1945 000003322      1
   5    ZZ PATIENT,TEST THREE        <CA>   M 01-15-1968                3
ENTER '^' TO STOP, OR
CHOOSE 1-5: 1
  ZZ LAB,TEST                               M 11-04-1970 749110470P
                                                                        10000001
    Another  PATIENT: 
ZZ PATIENT,TEST THREE
                                     <CA>   M 01-15-1968                3

You will be adding the following pair of [[record~|Record]]s to the duplicate [[record~|Record]] file:

     [[RECORD~|Record]]1:  ZZ PATIENT,TEST THREE
     [[RECORD~|Record]]2:  ZZ LAB,TEST


Type <Enter> to continue or '^' to exit:   Ok, continuing, hold on ...

         [[RECORD~|Record]]1 contains fewer data elements, usually this would indicate
                 that this [[record~|Record]] would be merged INTO the other.

Determine if these entries ARE or ARE NOT duplicates.

                              [[RECORD~|Record]]1 [#33747]         [[RECORD~|Record]]2 [#3]
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
                                                       E
                              CMOR SCORE = 310         CMOR SCORE = 110
----------------------------------------------------------------------------

****  NAME                    "ZZ LAB,TEST"            "ZZ PATIENT,TEST THR
                                                       EE"

      SEX                     MALE                     MALE

****  DATE OF BIRTH           11/04/1970               01/15/1968


                              [[RECORD~|Record]]1 [#33747]         [[RECORD~|Record]]2 [#3]
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
                                                       E
                              CMOR SCORE = 310         CMOR SCORE = 110
----------------------------------------------------------------------------

      MARITAL STATUS                                   UNKNOWN

      OCCUPATION                                       "UNEMPLOYED"

      CHECK FOR DUPLICATE     YES                      YES



                              [[RECORD~|Record]]1 [#33747]         [[RECORD~|Record]]2 [#3]
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
                                                       E
                              CMOR SCORE = 310         CMOR SCORE = 110
----------------------------------------------------------------------------

      SOCIAL SECURITY NUMB    "749110470P"             
      ER                                               

      PSEUDO SSN REASON       NO SSN ASSIGNED          

      REMARKS                 "[PATIENT DIED ON 07     
                              /14/11]"                 


                              [[RECORD~|Record]]1 [#33747]         [[RECORD~|Record]]2 [#3]
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
                                                       E
                              CMOR SCORE = 310         CMOR SCORE = 110
----------------------------------------------------------------------------

      PLACE OF BIRTH [CITY                             "MIAMI"
      ]                                                

      PLACE OF BIRTH [STAT                             FLORIDA
      E]                                               


                              [[RECORD~|Record]]1 [#33747]         [[RECORD~|Record]]2 [#3]
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
                                                       E
                              CMOR SCORE = 310         CMOR SCORE = 110
----------------------------------------------------------------------------

      WHO ENTERED PATIENT     ADMINISTRATOR,SYSTEM     

      DATE ENTERED INTO FI    3/25/11                  
      LE                                               

      STREET ADDRESS [LINE                             "123 ANYWHERE"
       1]                                              

                              [[RECORD~|Record]]1 [#33747]         [[RECORD~|Record]]2 [#3]
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
                                                       E
                              CMOR SCORE = 310         CMOR SCORE = 110
----------------------------------------------------------------------------

      ZIP+4                                            46123

      CITY                                             "AVON"

      STATE                                            INDIANA

                              [[RECORD~|Record]]1 [#33747]         [[RECORD~|Record]]2 [#3]
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
                                                       E
                              CMOR SCORE = 310         CMOR SCORE = 110
----------------------------------------------------------------------------

      ZIP CODE                                         "46123"

      COUNTY                                           063

      ADDRESS CHANGE DT/TM                             7/24/05 17:37:52

                              [[RECORD~|Record]]1 [#33747]         [[RECORD~|Record]]2 [#3]
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
                                                       E
                              CMOR SCORE = 310         CMOR SCORE = 110
----------------------------------------------------------------------------

      ADDRESS CHANGE SOURC                             VAMC
      E                                                

      ADDRESS CHANGE SITE                              BAD POINTER VALUE IN
                                                        FILE

                              [[RECORD~|Record]]1 [#33747]         [[RECORD~|Record]]2 [#3]
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
                                                       E
                              CMOR SCORE = 310         CMOR SCORE = 110
----------------------------------------------------------------------------

      ADDRESS CHANGE USER                              STARTUP,SYSTEM

      K-NAME OF PRIMARY NO                             "CLAUSE,SANTA"
      K                                                

      K-RELATIONSHIP TO PA                             "FRIEND"
      TIENT                                            

                              [[RECORD~|Record]]1 [#33747]         [[RECORD~|Record]]2 [#3]
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
                                                       E
                              CMOR SCORE = 310         CMOR SCORE = 110
----------------------------------------------------------------------------

      K-ADDRESS SAME AS PA                             NO
      TIENT'S?                                         

      MOTHER'S MAIDEN NAME                             "NITWIT,"

      SERVICE CONNECTED?      NO                       NO

                              [[RECORD~|Record]]1 [#33747]         [[RECORD~|Record]]2 [#3]
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
                                                       E
                              CMOR SCORE = 310         CMOR SCORE = 110
----------------------------------------------------------------------------

      EMPLOYMENT STATUS                                UNKNOWN

      COVERED BY HEALTH IN                             NO
      SURANCE?                                         

      PERIOD OF SERVICE                                OTHER REIMBURS. (NON
                                                       -VET)

                              [[RECORD~|Record]]1 [#33747]         [[RECORD~|Record]]2 [#3]
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
                                                       E
                              CMOR SCORE = 310         CMOR SCORE = 110
----------------------------------------------------------------------------

      DATE OF DEATH           7/14/11 17:28:14         

      DEATH ENTERED BY        WHITLOW,LACHERYL         

      SOURCE OF NOTIFICATI    INPATIENT AT VAMC        
      ON                                               

                              [[RECORD~|Record]]1 [#33747]         [[RECORD~|Record]]2 [#3]
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
                                                       E
                              CMOR SCORE = 310         CMOR SCORE = 110
----------------------------------------------------------------------------

      DATE OF DEATH LAST U    7/14/11 17:28:14         
      PDATED                                           

      LAST EDITED BY          WHITLOW,LACHERYL         

****  PRIMARY ELIGIBILITY     EHR PATIENT              REIMBURSABLE INSURAN
      CODE                                             CE

                              [[RECORD~|Record]]1 [#33747]         [[RECORD~|Record]]2 [#3]
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
                                                       E
                              CMOR SCORE = 310         CMOR SCORE = 110
----------------------------------------------------------------------------

****  PRIMARY LONG ID         "10000001"               "--"

      PRIMARY SHORT ID        "0001"                   

      NAME COMPONENTS         2                        2

                              [[RECORD~|Record]]1 [#33747]         [[RECORD~|Record]]2 [#3]
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
                                                       E
                              CMOR SCORE = 310         CMOR SCORE = 110
----------------------------------------------------------------------------

      K-NAME COMPONENTS                                2

****  LABORATORY REFERENCE    8                        3

      TYPE                    VISTA OFFICE EHR         VISTA OFFICE EHR

                              [[RECORD~|Record]]1 [#33747]         [[RECORD~|Record]]2 [#3]
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
                                                       E
                              CMOR SCORE = 310         CMOR SCORE = 110
----------------------------------------------------------------------------

      INTEGRATION CONTROL     500004122                500000002
      NUMBER                                           

      ICN CHECKSUM            "432992"                 "140241"

****  COORDINATING MASTER     INTRACARE HOSPITAL S     OFFICE OF INFORMATIO
      OF [[RECORD~|Record]]               YSTEM                    N SRV CNTR

                              [[RECORD~|Record]]1 [#33747]         [[RECORD~|Record]]2 [#3]
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
                                                       E
                              CMOR SCORE = 310         CMOR SCORE = 110
----------------------------------------------------------------------------

      LOCALLY ASSIGNED ICN    YES                      YES

****  CMOR ACTIVITY SCORE     310                      110

      SCORE CALCULATION DA    8/27/11                  8/27/11
      TE                                               

                              [[RECORD~|Record]]1 [#33747]         [[RECORD~|Record]]2 [#3]
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
                                                       E
                              CMOR SCORE = 310         CMOR SCORE = 110
----------------------------------------------------------------------------

      VETERAN (Y/N)?          NO                       NO

****  KEENE PERSONAL ACCT     "123456"                 "343234"

                              [[RECORD~|Record]]1 [#33747]         Record~|RECORD]]2 [#3]
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
                                                       E
                              CMOR SCORE = 310         CMOR SCORE = 110
----------------------------------------------------------------------------

PATIENT ELIGIBILITIES         1 entry                  1 entry

DISPOSITION LOG-IN DATE/T     1 entry                  1 entry

KEENE ADMISSION ACCOUNT N     1 entry                  ---

                              [[RECORD~|Record]]1 [#33747]         [[RECORD~|Record]]2 [#3]
                              ZZ LAB,TEST              ZZ PATIENT,TEST THRE
                                                       E
                              CMOR SCORE = 310         CMOR SCORE = 110
----------------------------------------------------------------------------

     Select one of the following:

          V         VERIFIED DUPLICATE
          N         VERIFIED, NOT A DUPLICATE
          U         UNABLE TO DETERMINE
          H         HEALTH SUMMARY
          R         REVIEW DATA AGAIN
          S         SELECT/REVIEW OVERWRITES

Select [[Action~|Action]]: HEALTH SUMMARY// VERIFIED DUPLICATE


                    [[RECORD~|Record]]1 [#33747]         [[RECORD~|Record]]2 [#3]
                    ZZ LAB,TEST              ZZ PATIENT,TEST THREE

     Select one of the following:

          1         [[RECORD~|Record]]1 INTO [[RECORD~|Record]]2
          2         [[RECORD~|Record]]2 INTO [[RECORD~|Record]]1

Which [[record~|Record]] (1 or 2) should be MERGED INTO the other [[record~|Record]]: [[RECORD~|Record]]1 INTO [[RECOR
D~|Record]]2// 

Do you want to ADD another pair (Y/N)? NO

After you add a verified duplicate, then you approve it for merge in the Operations Menu. 


Duplicate Resolution Operations Menu



   APP    Approve verified duplicates for merging
   VPD    Verify Potential Duplicates
   ADR    Ancillary Data Review

Select Operations Option: app  Approve verified duplicates for merging

1  Entries are awaiting approval for merging  Return to continue...

  1     ZZWRONG,PATIENT                   --                [26877]
        ZZ WRONG,PATIENT                  --                [4949]

Select entries to approve them for merging:  (1-1): 1

After you approve the merge, then you schedule a job to merge it from the Manager's menu. 

Duplicate Manager Utilities Menu



   EDT    Edit Site Parameters
   LIST   List File Entries Identified in Preliminary Scan
   SCN    Preliminary Scan of File for Errors
   PRGM   Purge Merge Process File
   RES    Restart a Merge Process
   SCH    Schedule Process to Merge Verified Duplicates
   SRCH   Start/Halt Duplicate Search
   STOP   STOP an Active Merge Process

Select Manager Utilities Option: SCH  Schedule Process to Merge Verified Duplica
tes

1  Entries Ready to be included in merge
This process will take a **LONG** time (usually over 15 hours, and sometimes
considerably longer), but you CAN stop and restart the process when you
want using the options.  OK? YES


Name for Merge Process: MERGE 20110827
START DATE/TIME: NOW  (AUG 27, 2011@12:06:54)

Merge process 'MERGE 20110827' for Verified Duplicates in File 2 scheduled
as task 400609.

To see whether the merge process completed or not, here is how you do it. 

Duplicate Resolution Utilities Menu



   ADD    Add Verified Duplicate Pair
   CMP    Check Merge Process Status (reverse order)
   CHCK   Check Pair of [[Record~|Record]]s to see if Duplicates
   DSS    Display Search Status
   EDIT   Edit the Status Field of a Duplicate [[Record~|Record]]
   FIND   Find Potential Duplicates for an Entry in a File
   VAL    Identify Potential Merge Problems
   PRNT   Print List of File Duplicates
   SCAN   Scan Possible Duplicates
   TSF    Tally STATUS and MERGE STATUS Fields
   VIEW   View Duplicate [[Record~|Record]] Entries

Select Utilities Option: CMP

                                                       Current   Current
Merge Set             Start    Stat   Last Chk  Phase  File      Entry

MERGE 20110827      08/27 12:06  C  08/27 12:07
  DATA CHECKING     08/27 12:06  C  08/27 12:06
  LAB SERVICE       08/27 12:06  C  08/27 12:06
  INTEGRATED BILL   08/27 12:06  C  08/27 12:06
  ACCOUNTS RECEIV   08/27 12:06  C  08/27 12:06
  FEE BASIS         08/27 12:06  C  08/27 12:06
  ICR - IMMUNOLOG   08/27 12:06  C  08/27 12:06
  NDBI              08/27 12:06  C  08/27 12:06
  ENROLLMENT APPL   08/27 12:06  C  08/27 12:06
  PATIENT FILE      08/27 12:06  C  08/27 12:06
      THREAD 2      08/27 12:06  C  08/27 12:06
      THREAD 3      08/27 12:06  C  08/27 12:07

If you ever see NO PAIRS LEFT and then ** STOPPED **, it means that your patient merge failed. I traced it, and it usually means that it's running through the package routines that do the merge (field 20 in the package file), and one of them decided to abort. Check to see which package that is, and you may have to debug to see why it decided to reject the merge.

Patient Merge on VISTA (The Proper Way)

First, scan the patient file for possible duplicates. You do that from the Manager's menu. 

Duplicate Manager Utilities Menu



   EDT    Edit Site Parameters
   LIST   List File Entries Identified in Preliminary Scan
   SCN    Preliminary Scan of File for Errors
   PRGM   Purge Merge Process File
   RES    Restart a Merge Process
   SCH    Schedule Process to Merge Verified Duplicates
   SRCH   Start/Halt Duplicate Search
   STOP   STOP an Active Merge Process

Select Manager Utilities Option: SRCH  Start/Halt Duplicate Search
Select file to be checked for duplicates: PATIENT  





                            Duplicate PATIENT Search

Search Type  Date Completed     Status       hours:min       # [[Record~|Record]]s Checked
-----------  --------------     ------    --------------     -----------------

BASIC        AUG 27,2011@12:48  COMPLETED          0:00      34939/34939 100.0%


0 Potential Duplicate pairs added to the DUPLICATE [[RECORD~|Record]] FILE (#15)

Do You wish to RUN a search (Y/N)? YES
Which type of Search do you wish to run ? (BASIC/NEW) BASIC// BASIC
This process will take a **LONG** time (known to exceed 100  hours),
but you CAN stop and restart the process when you want using
the options  OK? YES
Requested Start Time: NOW//  (AUG 27, 2011@13:16:58)

After you do that, you go to the Operations Menu, to Verify Potential Duplicates, then Approve them for Merging. 

Duplicate Resolution Operations Menu



   APP    Approve verified duplicates for merging
   VPD    Verify Potential Duplicates
   ADR    Ancillary Data Review

Select Operations Option: vpd  Verify Potential Duplicates


At the following [[prompt~|Prompt]] select a POTENTIAL DUPLICATE ENTRY.  If a selection
is not made, you will be given a chance to select from a list if you
want to.  Otherwise, you will be returned to the menu system.

Select PATIENT: zz
There are 77 choices.

...

     Select one of the following:

          V         VERIFIED DUPLICATE
          N         VERIFIED, NOT A DUPLICATE
          U         UNABLE TO DETERMINE
          H         HEALTH SUMMARY
          R         REVIEW DATA AGAIN
          S         SELECT/REVIEW OVERWRITES

Select [[Action~|Action]]: HEALTH SUMMARY// v  VERIFIED DUPLICATE


                    [[RECORD~|Record]]1 [#338]           [[RECORD~|Record]]2 [#333]
                    ZZFAKE,PATIENT           ZZFAKE,PATIENT

     Select one of the following:

          1         [[RECORD~|Record]]1 INTO [[RECORD~|Record]]2
          2         [[RECORD~|Record]]2 INTO [[RECORD~|Record]]1

Which record (1 or 2) should be MERGED INTO the other record: [[RECORD~|Record]]1 INTO [[RECOR
D~|Record]]2// 

At the following [[prompt~|Prompt]] select a POTENTIAL DUPLICATE ENTRY.  If a selection
is not made, you will be given a chance to select from a list if you
want to.  Otherwise, you will be returned to the menu system.

Select PATIENT: 
Do you want to select from a list of potential duplicates? YES// n  NO


   APP    Approve verified duplicates for merging
   VPD    Verify Potential Duplicates
   ADR    Ancillary Data Review

Select Operations Option: app  Approve verified duplicates for merging

1  Entries are awaiting approval for merging  Return to continue...

  1     ZZFAKE,PATIENT                    111-19-8541       [338]
        ZZFAKE,PATIENT                    111-18-8541       [333]

Select entries to approve them for merging:  (1-1): 1

Then you schedule the Merge through the Manager's Menu as before: 

Duplicate Manager Utilities Menu



   EDT    Edit Site Parameters
   LIST   List File Entries Identified in Preliminary Scan
   SCN    Preliminary Scan of File for Errors
   PRGM   Purge Merge Process File
   RES    Restart a Merge Process
   SCH    Schedule Process to Merge Verified Duplicates
   SRCH   Start/Halt Duplicate Search
   STOP   STOP an Active Merge Process

Select Manager Utilities Option: sch  Schedule Process to Merge Verified Duplica
tes

2  Entries Ready to be included in merge
This process will take a **LONG** time (usually over 15 hours, and sometimes
considerably longer), but you CAN stop and restart the process when you
want using the options.  OK? y  YES


Name for Merge Process: MERGE 20110827-02
START DATE/TIME: NOW  (AUG 27, 2011@13:50:13)

Merge process 'MERGE 20110827-02' for Verified Duplicates in File 2 scheduled
as task 400650.



   EDT    Edit Site Parameters
   LIST   List File Entries Identified in Preliminary Scan
   SCN    Preliminary Scan of File for Errors
   PRGM   Purge Merge Process File
   RES    Restart a Merge Process
   SCH    Schedule Process to Merge Verified Duplicates
   SRCH   Start/Halt Duplicate Search
   STOP   STOP an Active Merge Process

 ---

Checking the Status (CMP) in the Utilities Menu, we see that it's done: 

                                                       Current   Current
Merge Set             Start    Stat   Last Chk  Phase  File      Entry

MERGE 20110827-02   08/27 13:50  C  08/27 13:50
  DATA CHECKING     08/27 13:50  C  08/27 13:50
  LAB SERVICE       08/27 13:50  C  08/27 13:50
  INTEGRATED BILL   08/27 13:50  C  08/27 13:50
  ACCOUNTS RECEIV   08/27 13:50  C  08/27 13:50
  FEE BASIS         08/27 13:50  C  08/27 13:50
  ICR - IMMUNOLOG   08/27 13:50  C  08/27 13:50
  NDBI              08/27 13:50  C  08/27 13:50
  ENROLLMENT APPL   08/27 13:50  C  08/27 13:50
  PATIENT FILE      08/27 13:50  C  08/27 13:50
      THREAD 2      08/27 13:50  C  08/27 13:50
      THREAD 3      08/27 13:50  C  08/27 13:50

Sample workflow for a Production System

Theokli Hotzoglou posted the menu that they made at Lutheran to make the steps more straightforward for the HIMS dept. Thanks Theokli! 

  CH     Check Pair of [[Record~|Record]]s to see if Duplicates
  VAL    Identify Potential Merge Problems
  ADD    Add Verified Duplicate Pair
  ADR    Ancillary Data Review
  APP    Approve verified duplicates for merging
  HS     Health Summary Coordinator's Menu ...
  SCH    Schedule Process to Merge Verified Duplicates
  TSF    Tally STATUS and MERGE STATUS Fields
  CMP    Check Merge Process Status (reverse order)
  MAIL   MailMan Menu ...
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