Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.patient-experience.commure.com/llms.txt

Use this file to discover all available pages before exploring further.

If the same patient has been referred more than once, you can merge the duplicate referral into the primary one. Merging consolidates the records and marks the secondary referral as Merged so it no longer appears in the active queue.

​
When to merge

Merge referrals when:
  • The same patient was referred by two different sources in a short window.
  • A fax referral and an electronic referral arrived for the same patient.
  • A referral was resubmitted after an error, creating a duplicate.

​
Finding merge candidates

The system automatically identifies potential duplicate referrals based on patient name, date of birth, and referral date. Candidates are surfaced in the referral detail view.
1

Open the primary referral

Navigate to the referral you want to keep as the primary record.
2

Find merge candidates

In the actions menu or detail view, select View merge candidates. The system lists referrals that may be duplicates.
3

Review candidates

Compare the candidate referrals to confirm they are for the same patient. Review patient name, date of birth, and referral source.
4

Confirm the merge

Select the duplicate referral and confirm the merge. The selected referral is marked Merged and the primary referral is updated.
Merging cannot be undone from the UI. The merged referral is marked Merged and removed from the active queue permanently. Contact your administrator if you need to reverse a merge.

​
After merging

  • The merged (secondary) referral status changes to Merged.
  • It no longer appears in the default referral queue.
  • The primary referral retains all its data. Data from the secondary referral is not automatically copied over — review the primary record to ensure it is complete.