Page Description

Use the Possible Merge Search page view a list of patients who have not been merged but who have records that may be duplicates that you wish to merge using the Patients administration page. This search feature may make it easier for you to locate potential duplicate records than searching through all patient records.

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 choose to limit the search to potential duplicates within the same practice, select a specific practice, or select how many characters must match in the first and/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 Duplicates for Merging

Accessing this Page

• Click the Possible Merge Search button in the Choose the patient to merge or the Choose the patient to merge with sections 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 merge.
2. If desired, you may also:
• Select the Limit to potential duplicates within the same practice option to only display duplicates from the same practice.
• Use the Practice search field to narrow the search to a specific practice. Enter one or more characters in the Practice field and click the Search button to view a list of all practices that match your search in the Practice Search page. See the Admin: Practice Search topic. Note that Copia searches for embedded text as well as starting characters. Select a practice to return to the Possible Merge Search page and perform the search for the selected practice. Click the Clear button to remove the currently selected practice and perform a new search, 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 merging.
4. Copia updates the list section of the page. See "Reviewing the Possible Duplicates for Merging" below.

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Reviewing the Possible Duplicates for Merging

1. Once you have set the filter criteria and clicked the Search button, Copia updates the list of possible duplicate records that you may wish to merge. See "Setting the Filter" above.
2. Each patient is listed with Active status, Name, 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 Merge tab on the Patients administration page to continue with the merging 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 Merge tab on the Patients administration page without selecting a patient.

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