Create patient manually with potential duplicate identification

This guide is essential for efficiently creating patient records by ensuring accurate data entry and minimizing duplicates. It outlines a systematic approach to creating new patient profiles while incorporating a verification process that identifies potential duplicates based on key personal information.

Hyggio Support
12 steps
2 minutes

Hyggio

Functionality is available from Site and Organizational level

Create patient manually

Open patients' list

Click "Add patient" button

The modal window to add new patient's record appears. To create patient fill all information needed

Potential duplicate identification

When you fill in all required fields and click "Save" system will at first verify if there are already existing records with provided data.

At first system will check by provided ID numbers. When there is already exisitng record with the same ID number, system blocks creating a new record.\ Below field will appear link to existing patient profile to have possibility to open that card and countinue activites on already existing profile

If other personal data will match with already exisitng record, in next step (after clicking Save) system will list potential duplicates. Details, which match, are highlighted.\ System verifies by: - name and surname - phone number - e-mail address - date of birth - ID numbers At this stage you can decide whether patient, which you want to create, already exists or it is a new one by comparing data between new patient and potential duplicates.

If you want to correct data for patient, which you want to create, click on pencil icon. The system moves you to previous stage

If you want to check details about exisiting record or you already now that this is profile of person, which you want to create, you can open profile by clicking this icon and proceed further activities on already exisitng record.

If you confirmed that identified potential duplicates are different people, you can proceed creating new patient by clicking "Save"

New patient card will be created and right after you can decide whether to open newly created card or to go back to previous view

Quick creation

From some perspectives, like e.g. from trial, there is an option to create new record. To do that, below field to search patient, click "Create new patient profile"

Than modal window, to add new patient will appear. Other steps are the same as above. Here also system will verify if there are potential duplicate among already exisiting patients