Patient Merge Utility

Multiple or near identical records can occur when patient data moves in and out of Lytec, for instance in the case of using an EMR package. When multiple patient records have been created for the same patient the Merge Patient Utility can be used to make them one again.

The merge feature combines one patient's charges, payments, appointments, billing, history, patient notes, patient images, and A/R management notes into another patient' record. The demographic data, which includes elements such as name, address, telephone numbers, etc., is NOT merged. When you complete the data merge, the first patient's record is deleted. The demographic data of the remaining record is unchanged from the merge process.

The demographic information in the Merge Into Patient field will remain unchanged after the merge. The record in the Merge From Patient field is deleted after the merge.
SECURITY AND AUDITING:

Two other key elements of this feature are Auditing and Security.

The Audit Log tracks the results of the Patient Merge Utility and will track the results as a default setting. If auditing is enabled, you can then review merge events by running an Audit Trail report, which is available from the Reports menu Audit menu. To review the Audit Trail settings, select Audit Trail from the Settings Menu. The Merge Patient Setting appears under Activities.