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Patient Data Management
The Patient Data Management section is a dedicated area within Data Administration for managing patient record quality, deduplication, and lifecycle. It brings together all tools that affect patient records at an administrative level in one place.
Navigation: Administration → Manage Metadata → Patient Data Management
Required privileges: Tools in this section require
MergePatients(for merge/unmerge/scan) orAdminInactivePatients(for Inactive Patients). Both are granted via Administration → Manage Users.
Merge two specific patient records into one. Use this when you have already identified a duplicate pair. See Patient Merge and De-merge — Manual Merge.
Automatically scan for patients sharing an identical NIC, PHN, or MRN. These are near-certain duplicates. Results are shown in a review list — no merge happens automatically. See Patient Merge and De-merge — Deterministic Scan.
Surface likely duplicates using fuzzy name matching (Jaro-Winkler), date-of-birth comparison, and phone digit matching. The user reviews each suggested pair and decides whether to merge or dismiss. See Patient Merge and De-merge — Probabilistic Scan.
View all past merge events, filter by date range, status, or user, and access the Unmerge function for active merges. See Patient Merge and De-merge — Merge History.
View all currently deactivated patient records and reactivate them if needed. See Inactive Patients.
| Situation | Tool |
|---|---|
| You know exactly which two records are duplicates | Manual Merge |
| You want to find all patients whose NIC appears twice | Deterministic Scan |
| You want to find likely duplicates by name/DOB/phone | Probabilistic Scan |
| You need to reverse a merge made in error | Merge History → Unmerge |
| A patient was deactivated but needs to be active again | Inactive Patients |
| A merged patient needs to be split back into two records | Merge History → Unmerge |
- Patient Merge and De-merge — detailed merge, scan, and unmerge guide
- Preventing Duplicate Patient Records — staff guidance on avoiding duplicates at registration
- Inactive Patients — managing deactivated records
- Data Administration — full data administration hub