Merge Entire Patient Profiles
under review
M
Mohammad Aldarawsha
Please add the ability to merge two separate patient profiles into a single patient record in Heidi. Currently, users can manage or link sessions, but there is no way to combine full patient profiles that were created separately.
Created by Kathleen Bernardo
A
Adrian Brennan
Agree. Not often required, but would be very useful when it is.
Phil from Heidi
Merged in a post:
Merge patient profiles
K
Kylie Lovell
I have created two separate profiles for the same patient and would like to merge them into one. It would be beneficial to have a feature that allows merging of patient profiles to maintain a comprehensive patient history under a single profile without manually linking sessions and deleting profiles.
Autopilot
Merged in a post:
Détection automatique et fusion des patients en double
M
Michalina Radomska
Lorsqu'une nouvelle session est enregistrée sous le même nom mais comme patient différent, Heidi devrait détecter automatiquement qu'il s'agit probablement de la même personne et demander à l'utilisateur s'il souhaite fusionner les profils. Cette fonctionnalité permettrait de réduire les actions redondantes (dissocier, associer, supprimer le doublon) et de garder une maîtrise complète de la liste de patients.
Mounir from Heidi
Thank you all for the feedback regarding merging patient profiles together. I have checked with the relevant team members internally and we will soon release the ability to merge patient profiles, considering the constructive feedback and nuances given above.
I will review and respond to this thread once we have released it.
Best,
Mounir
A
Andrew Iles
It would be helpful to have a similar system to WriteUpp. In WriteUpp, when a user wishes to merge duplicate patient profiles, the user is given the option of which profile to prioritise. In Heidi, I would envisage that some fields would need to be reviewed to see which one "wins", but all patient sessions would need to be preserved so that data is not lost. Many thanks.
Autopilot
Merged in a post:
Merging duplicate patient profiles request...
H
Harpreet Arora (Harps)
Sometimes a duplicate profile is created. Is there any way to add a feature to run a process that detects duplicates and asks if it is okay to merge. The manual way is way too tedious in unlinking the patient, finding the one with all the notes and then trying to figure out which one to delete. For an example refer to google that has this option in contacts on website and on phone.
Autopilot
Merged in a post:
Ability to merge patients.
Nathan Corbett (Dr. Corbett)
Inability to merge patients is the main barrier to my adopting EMR integration.
Liz from Heidi
Hi Harpreet Arora (Harps) -- thanks for sharing this. We're actively working making the patient linking and merging experience smoother, so will also share this feedback with the team!
A
Adetunji Tade
I was about to post this but I guess I should rather support this post.
I was using the web version and I already have patient profiles, now I am using heidi thru accuro AI scribe but it created new patient profiles. I need to be able to merge the 2 profiles for each patient. For now I am having to do click each session and unlink from the initial profile and then add to the new profile created by Accuro.
Kelly Nguyen (Integrations @ Heidi)
Hi Nathan Corbett (Dr. Corbett) Kelly from heidi product team here, Thank you for raising this with us, May I please ask which EMR you are using so I can better assist
Nathan Corbett (Dr. Corbett)
Kelly Nguyen (Integrations @ Heidi)
Accuro, but EMR shouldn’t be relevant? Same issue could be caused by a doctor spelling a name two different ways (e.g. without an apostrophe or with a middle initial).
There are no settings for how information from EMR is used to create a patient name (looks like first name middle initial last name). DOB, HCN, and other information has no effect on the identity, only exact name string matches link. My prior convention was first name last name, so nothing matches to prior context in my case.
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