Page Description

Use the Possible Link Search page view a list of patients who have not been linked but have potential links to be made.

The filters allow you to show or restrict displayed results according to the patients' last names, first names, Social Security Number, Date of Birth, or Sex. You may also select how many characters must match in the first or last names of the patients before Copia includes them in the list.

For more help, click one of the following links:

• Accessing this Page
• Setting the Filter
• Reviewing the Possible Links

Accessing this Page

• Click the Possible Link Search button on the Patients administration page.

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Setting the Filter

1. Select one or more of the desired filter criteria in the Filters section (Last Name, First Name, SSN, Date of Birth, or Sex) to modify patients Copia lists as available to link.
2. If desired, select an option from one or both of the Number of characters to match fields to set how many characters of the last name and/or first name must match between patients to be included on this list. Select the "All" option to only include patients whose first and/or last names completely match, in addition to any other selected criteria.
3. Click the Search button to view the list of patients available for linking.
4. Copia updates the list section of the page. See "Reviewing the Possible Links" below.

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Reviewing the Possible Links

1. Once you have set the filter criteria and clicked the Search button, Copia updates the list of possible links. See "Setting the Filter" above. Note that Copia may only display one of the patients in a potential linking pair.
2. Each patient is listed with Patient ID, Social Security Number (SSN), Date of Birth (DOB), Sex, Primary Care Provider (PCP), and Practice.
3. If the list is longer than one page, use the Page links, located below the list of patients, to navigate through the list. If there are more page links than can fit on the page at once, Copia displays the Page field. Enter a number in this field and press the Enter key on the keyboard to immediately open the selected page.
4. Click the Name of the patient to return to the Link tab on the Patients administration page to continue with the linking procedure.
5. To modify the list, adjust the filter criteria and click Search. See "Setting the Filter" above.
6. Click the Cancel button to return to the Link tab on the Patients administration page without selecting a patient to link.

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