This article outlines the steps to identify and delete duplicate cases in SimplifyPI. When multiple parties (attorneys, providers, etc.) using SimplifyPI create the same case, it’s important to identify and delete duplicates to avoid confusion and maintain data accuracy.
Determining Which Duplicate Case to Delete #
Here are the three factors to consider when deciding which duplicate case to keep and which to delete:
- Number of Offices with Sent Records:
- If records have already been sent for a case, prioritize keeping that case. Attorneys need access to these records.
- Compare the number of offices that have sent records for each duplicate case. Keep the case with more records sent and delete the others.
- Uploaded Medical Records and Bills:
- If both cases have sent records, consider the number of offices that have uploaded medical records and bills.
- Keeping the case with more uploaded files saves time by not requiring other offices to re-upload their files.
- Presence of Notes:
- Notes are visible only to users within the same office.
- Log in to each office associated with the duplicate cases to check for notes. Keep the case with more notes.
Steps to Delete a Duplicate Case #
1. Open “Edit Case” Pages:
- Open the “Edit Case” page for each duplicate case you identified.
- Use a split-screen view to compare the cases easily.
2. Copy Case Information:
- Carefully copy all relevant information from the case you plan to delete to the case you’re keeping.
- This includes data from every tab (Main, Insurance, Litigation, Finance, etc.) and treatment visit details.
3. Delete Offices from the Case to be Deleted:
- Before deleting a duplicate case, ensure all associated offices, including attorneys and providers, are removed from the case. For detailed instructions, refer to the article “Delete Case.”
4. Delete the Duplicate Case:
- Once all offices are removed, you can proceed with deleting the duplicate case.
