Merging duplicate profiles for a patient, and add a confirmation step before creating a duplicate profile, Something like: "there is a patient profile with similar name. Are you sure you want to create another profile?"
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Hossein Sardsiri
When I want to link the session to a patient profile, the first line is "Create a profile for XXX (Pt name)", then there are the suggested profiles underneath. It happens frequently that I mistakenly choose to create a new profile, rather than choose the line below. Currently, there is no way to merge the duplicate profiles. I would be great if there was a confirmatory step when the system wants to create a duplicate profile.
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Renata Chalfin
I would also like it if Heidi automatically detected if there is a comma in a patient name, that the last name is before the comma and the first name is after the comma, for example
Smith, Betty
is first name: Betty and last name: Smith
and then there was a feature in setting where we can choose to view patient names as Firstname Lastname or Lastname, Firstname
Right now my patient names are mixed because when I put them in manually I usually put them in as Firstname Lastname but if they're imported from my EMR, it gets imported as Lastname, Firstname.
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Elias Nasser
I have the same problem: I want to merge different sessions for the same patient when I mistakenly created a new profile for the same patient; how can I do this?
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Hossein Sardsiri
1) What fields are you typically matching on when you notice it’s a duplicate: I usually copy patient's name from EMR and paste it in Heidi (by clicking the link button). No more info is shared.
2) When duplicates happen, is it usually the same clinician creating them, or across multiple team members?
Same, It's me!
3) If you have an example (even anonymised) or a screenshot of the “Create a profile for…” line vs the suggested profiles list, could you share it? That would help us see exactly where the mis-click happens.
Since the create a new profile with the pasted name is the first option, the moment I see the name, I click on it :) rather than scroll down and see the name in the suggested list. So, If the suggested names were at the top, most likely I will click that.
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Heidi Team
Thanks for taking the time to write this up — that’s a really clear (and very real) workflow pain.
A confirmation step when someone’s about to create a new patient profile despite close matches, plus a way to merge duplicates, makes a lot of sense. I’ll share this with the team.
A couple quick questions so we can understand the best approach:
1) What fields are you typically matching on when you notice it’s a duplicate (name only, DOB, phone/email, a custom patient identifier, etc.)?
2) When duplicates happen, is it usually the same clinician creating them, or across multiple team members?
3) If you have an example (even anonymised) or a screenshot of the “Create a profile for…” line vs the suggested profiles list, could you share it? That would help us see exactly where the mis-click happens.