Merging patient data Topic number: 1425412065656

When external studies are imported, the system tries to match patient information in the external studies with existing patient information. If no match exists, a patient record is created, and the study is marked as an imported study that has unverified patient information.

In cases where the system cannot find a match for an imported external study, you can search for the study and manually merge in the existing patient information.

WARNING!

Before importing studies, always check that they are associated with the correct patient.

When you merge patient data, the system remembers the original patient data. If you import a study with patient data that matches either the original or existing patient data, the system merges the imported study automatically.

Important!

These instructions describe only how to merge patient information for imported studies that contain unverified patient information.

If you must merge patient information for imported studies with verified patient information, and for which two different patient records exist, contact your administrator.

To merge patient data
  1. To find a study with unverified patient information:
    1. Click Search. Search
    2. If simple search is displayed, click Advanced.
    3. Use search criteria:
      • Unverified patient info | is | Yes
      • Imported study | is | Yes
    4. Click Search.
  2. Do one of the following:
    • To merge patient data for studies in sequence, select More > Merge patients on the List area top toolbar.

      The command is available if no study is selected.

    • In the List area, right-click the study and select Merge patient.

      If the patient information is verified, this command is not available.

    • In the Text area, select More > Merge patient.

      If the patient information is verified, this command is not available.

  3. Do one of the following
    • Select the best patient match from the list. Click OK.
    • If the correct patient is not shown as the best patient match, use the search criteria to search for and select another patient. Click OK.
    • If the patient is not available in the system, select Register new patient based on DICOM information. Click OK.
The patient information for the selected study is now verified.

If multiple studies with unverified patient information are selected, follow the steps for each patient. Click Skip or Previous to navigate to the next or previous record.

Note:

A study list Imported studies with unverified patient info can be configured by your administrator and included into the Follow-up section of your Activities overview. Additionally, when you view a study or task for a patient with unverified patient information, the page title includes the message Imported study.
Required permissions:
  • Can access Search area
  • Can merge patients
(For more on permissions, see Security roles: Concepts.)