Patient records merger explained



It is possible to send us your merging requests, in case of duplicate files, directly from the patient's Administrative center, or via a form, under certain pre-established conditions. The following article presents all the details of how patient record merges work.

Merging request types

Two scenarios are available when you find duplicate entries in the EMR. Here are the conditions that separate them:

  • Fusion requested from the EMR
    All patient merging requests involving two patient records that do not imply two different names, HIN or dates of birth must be transmitted directly into the EMR. Only the person holding the merger rights for your institution can request the merging.

    ℹ️ Please note that all patient fusion requests that can and should be treated directly in the EMR cannot be treated through the form.

  • Merging requested with the form
    All patient merging requests involving three or more patient records, a change in gender, HIN, name, or second name need an official proof document from the RAMQ and must be transmitted through the form Patients fusion request form, otherwise, we will not be able to proceed with the request.

    To do this, look for the HIN which is not valid on the RAMQ website; a message stating that the HIN does not exist or has been replaced by a new HIN will be displayed. A screenshot of this message or a copy of the page should be attached to the request form for the merging to be processed.

⚠️ In order to merge two files that contain valid HIN, we must receive proof of HIN change. Only certain types of proof are valid: official RAMQ document confirming the NAM change, copy of the RAMQ's written communication to the patient, photocopy of the old card and the new one, or send us an authorization letter attesting that you have validated the data on the records, that it really is the same patient and that you assume the costs that could result from a merger error.

Access to the merge functionality

Patient fusion from the EMR is not available for all users. As a matter of fact, the merging process involves handling sensitive data, hence, the patients’ clinical data. We, therefore, need to make sure that both records belong to a patient that has the same identity. As the process is simple but repetitive, we thought it was relevant to make this option available to an assigned responsible person who will appropriate the knowledge of the tool and become more efficient in the near future.

⚠️ If a merging request is made and both files do not belong to the same patient for a reason or another (the patient's identity wasn’t validated, the selected patient wasn’t the right one, etc.), your merging right will be revoked.

You don’t know who’s responsible for patient merging in your institution? Ask your manager.

How to send merging requests from the EMR

Here are the steps to follow to transmit your patient merging request:

  1. Search for the patient whose information needs to be kept.
  2. Click on the patient icon next to the patient's name to access the Administrative center.
  3. Click on the merging icon located on the top-right made from 2 arrows that join.
  4. Search for the second patient to merge like you would usually do in the main search bar.
  5. Click on the patient you want to merge with the first one.
  6. Validate the information from both the first and second patient.
  7. Check the box I confirm that this is a duplicate and that the two records must be merged. Once this box is checked, you confirm that the two selected records belong to one patient only.
  8. Click on the blue button Merge.

ℹ️ Please note

  • When you are looking for the second patient, you will be able to see the first patient that you selected for the merge: this is normal behavior. If you select this patient inadvertently, don’t worry, you will have an error message indicating he/she has already been selected. You will only need to select the correct patient.
  • The patient in which you are is the patient whose base information will be kept; the name, the second name, and the HIN. The other Administrative center information will entirely be kept (contact details, patient relations, and appointments). Thus, make sure your Administrative center information is in the right patient, the one where you transfer the merging request.
  • The kept file number will be the one from which the merge will be effected.
  • If temporary patient records are in the patient’s relations, they will all be kept following the merge. You will, therefore, need to edit them if needed. If some information does not need to be kept after the merge, you will be able to modify them directly in the patient’s Administrative center.
  • A permanent message will be present in the Administrative center for all users to read when a merging request is in progress: An existing request to merge this record is in progress, please refrain from making any changes to this record for the moment. We ask you not to change any information in the patient’s Administrative center.

    Merging status

    Once your request is submitted in the EMR, you will see one of the two confirmation messages at the bottom of the Administrative center. The two possible messages are as follows:

    1. The request to merge this record has been accepted and should be completed in the next 24 hours.
      This message indicates that the merging will automatically be done. As a matter of fact, following the established merging rules, there is no doubt that the two selected patients, following the patient information in their records, have the same identity.
    2. The merge cannot be made for the moment. A member of our team will review your request.
      This message indicates that the merging rules were not followed and that the request needs to be reviewed by one of the support team members. Human approval is needed and the merge cannot be done automatically. Once analyzed, this request can have two statuses: accepted or declined. In the first case, it will be accepted if the information corresponds and in the second instance, it will be declined if the information does not allow us to validate if it is truly the same patient.

    ℹ️ The requests that can be treated automatically will be accepted in a minimum of 24 hours. The other requests will be treated in a delay of 5 business days.

    Status of your request

    In order to track the status of your requests, be sure to consult the report Fusion request status. You will see all the merge requests for your establishment.

    Here are the steps to follow to obtain this report by institution:

    1. Connect to the EMR with your user information.
    2. Access the Reports module.
    3. Click on Library, and then search for Fusion in the search bar.
    4. Click on the report’s link Fusion request status.
    5. Select a start and a stop date accordingly.
    6. Select the status for which you want to obtain the requests list.
    7. Click on the Apply button, and then OK.

     

    ⚠️ If you work in several institutions, make sure that your default connection institution in your Omnimed profile is the one for which you want to generate the report. Thus, if you work in several sites, requests for merging are formulated from two institutions, for example, then two reports will have to be generated to obtain the statutes of your requests.

    In the report, you will see a different status:

    • Pending - The request will be accepted or refused in the following hours.
    • Refused - The patient information does not allow us to validate that they have the same identity (different dates of birth, different complete names, etc.): we need more information. The administrative information does not allow us to confirm it is the same person. In this case, you must request the merge again using the form.
    • Completed - There is now only one patient record in the EMR; the merging request has been accepted.

    ℹ️ Please note

    All fusion requests sent through a form will not be present on this list. The treatment of these requests will remain the same, they will be treated in 5 business days following the reception of the request. You will be followed up by email afterward.

    Summary

    Channel Type of request Requester Report Treatment delays
    Merging in the EMR 2 patients record Only one user assigned for each institution Yes 1-5 business days
    Fusion through a form

    Change in gender, HIN, or name/second name

    2 patients record with different HIN

    3 patients record or more

    All users can send merging requests No 5 business days