This feature ensures that duplicate cases are managed effectively while reducing manual data entry and improving accuracy. For example, if a patient named John Doe returns to the clinic after a new accident, entering his existing SSN will prompt the system to pull in his previous case details. This saves time by eliminating the need to re-enter personal and medical history while ensuring accuracy by referencing verified data from the earlier case.
How It Works #
If a patient, already registered in the system, visits for treatment related to another accident and you enter their SSN while creating a new case, the system will automatically detect the duplicate SSN. A dialogue box will then pop up with the message: “The SSN you entered is already associated with an existing patient,” giving you the option to:
- Override Existing Details: Pull in patient details from the previous case as a reference, updating the new case with the existing information.
- The system will leave the Date of Accident field blank for you to enter the correct date of the new accident.
Steps to Use the Feature #
- Navigate to the Cases Tab from the SimplifyPI menu.
2. Click the ‘Create Case’ button and then select ‘Create new case’ to get started.
3. Enter the patient’s details, including their SSN, and save the case.
Note: If you create another case for the same patient with a different accident, enter their SSN as part of the new case.
4. The system will detect the duplicate SSN and display a dialogue box asking whether to override details by referencing the previous case.
5. Confirm your selection, update the Date of Accident, and save the new case.
