EncaptureMD Documentation & FAQ

How do I merge duplicate referring MDs?

Updated on

Referring MDs can become duplicated in the EncaptureMD Referring Manager.

Referring Dr. James Cameroon can end up as

  • James Cameron
  • Jim Cameroon
  • J Cameroon

Since they don't match, EncaptureMD will create multiple records.

Duplicate referrings can occur when:

  • Incorrect MD names are in modality pick lists
  • Incorrect HL7 inbound data
  • Manual entry mistakes

To prevent recurrence, fix the referring in the source system.

Note: Merging requires Administrator privileges.

Note: Merge, do not delete referring MDs or existing studies will lose reference to an assigned referring.

Identifying Duplicates

Open Referring MD manager from the Admin section in the left sidebar.

The current list of referring providers displays as a paged alphabetical list sorted A-Z by last name, first name (see the screenshot below).

The paged list displays 40 records per page with the total number of records and the page count along the bottom.

Four predefined options exist for finding duplicate Referring MD records

  1. Find Dups by Name
  2. Find Dups by NPI
  3. Find Dups by TIN
  4. Find Dups by External ID

Column headers may also be used to filter, sort and search for specific Referring MD records.

Merging Duplicates

Merging Duplicates

  1. Select Admin->Referring MD
  2. Select referrings to merge (Click, then Control-click or Command-click(Mac) to select the second.
  3. Click Merge

Use (1) the radio buttons to select which data to keep, then click (2) Merge button

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