Checking the Recently Merged Active Record for Duplicate or Erroneous Information

Following a successful merge, it is essential that the active patient record is checked for duplicate or erroneous information. This must be done before the record is transmitted to any other agency (ie GP2GP/Summary Care Record/Emergency Care Summary).

To check the patient record:

  1. After the merge has completed and you have opted to view the merged patient record, the following message displays: 'This patient record has been merged, but the clinical data has not been checked. You should check the clinical data before using this record.'
  2. Select OK to open the patient record and complete a review of the data.

    Note - There may be duplicated or erroneous entries; it is important to check Therapy - Repeat Medication to ensure that repeat masters have not been added to the patient record that are no longer required for the patient. All data areas MUST be checked in particular, History, Problems and Allergies. Delete any data entries that have been duplicated.

  3. The Patient record has been merged screen displays each time the patient is selected until the record has been checked:

  4. Select OK to open the patient record and complete a review of the data.
  5. When checking is completed, reselect the patient. The Patient record has been merged screen displays. Tick Don’t show this message again for this patient and then click OK to finish. This confirms the record has been checked, and stops the Merged Record message appearing.

In this section

Moving a Patient's documents in Docman