Custom Duplicate Patients Report

athenaCollector

The Custom Duplicate Patients report helps you identify duplicate patient records based on a set of matching criteria that you select. If your practice uses custom patient fields, athenaOne includes your custom fields in the report results.

Note: For more information about custom fields, see Custom Fields. For information about deleting or merging duplicate patient records, see Merge/Delete Patient and Merged and Deleted Patients Report.

 

Display the Report Library: On the Main Menu, click Reports. Under General, click Report Library. Click the Patients tab. In the Standard Reports section of the tab, click run next to Custom Duplicate Patients Report.

 

 

 

To access reports on the Patients tab of the Report Library, you must have the Report: Report Library: Patients permission. This permission is included in the following roles:

  • Practice Superuser role
  • Report Reader role

Note: To activate the Custom Duplicate Patients report, use the Activate Reports page.

 

 

  1. Display the Report Library: On the Main Menu, click Reports. Under General, click Report Library.
  2. Click the Patients tab.
  3. Click run next to Custom Duplicate Patients Report in the Standard Reports section of the tab.
    The Run Report: Custom Duplicate Patients Report page appears.
  4. Date Range — Enter the start and end dates for the report, or select a date range from the menu. Patient records that were created in this date range appear in the report.
  5. Duplicate Criteria — Select the criteria for athenaOne to use to determine whether a patient record is a duplicate.

  6. Show Original Records — Select this option to include the original patient record in the report, along with the duplicate record.

  7. Report Format — Select the format for your report results.
    • HTML table — Display the report results on your screen.
    • Text (tab-delimited) — Export the report results to a .csv file in tab-delimited format.
    • Text (comma-delimited) — Export the report results to a .csv file in comma-delimited format.
  8. Report Options — Select report options.
    • Suppress Column Headings — Select this option to remove column headings from the report results.
    • Suppress Report Name — Select this option to remove the report name from the report results.
    • Show Filter Criteria — Select this option to include your selected filter criteria in the report results.
    • Run Offline (will appear in your Report Inbox tomorrow morning) — Select this option for very long reports. Reports that are run offline appear in your Report Inbox the morning after the request.
  9. Click Run Report.

 

 

The columns that appear for all organizations are described in this section. If your practice uses custom patient fields, athenaOne includes columns for your custom fields in the report results to the right of the standard columns.

Run Report: Custom Duplicate Patients Report
Date Range

Enter the start and end dates for the report, or select a date range from the menu. Patient records that were created in this date range appear in the report.
Duplicate Criteria Select the criteria for athenaOne to use to determine whether a patient record is a duplicate.
Show Original Records Select this option to include the original patient record in the report, along with the duplicate record.
Report Format

Select the format for your report results.

  • HTML table — Display the report results on your screen.
  • Text (tab-delimited) — Export the report results to a .csv file in tab-delimited format.
  • Text (comma-delimited) — Export the report results to a .csv file in comma-delimited format.
Report Options

Select other options for your report results.

  • Suppress Column Headings — Select this option to remove column headings from the report results.
  • Suppress Report Name — Select this option to remove the report name from the report results.
  • Show Filter Criteria — Select this option to include your selected filter criteria in the report results.
  • Run Offline (will appear in your Report Inbox tomorrow morning) — Select this option for very long reports. Reports that are run offline appear in your Report Inbox the morning after the request.
Column Headings
PATIENTID Patient's athenaOne ID.
ENTERPRISEID

Patient's athenaOne enterprise ID.

The enterprise ID represents the entire patient record across all provider groups.

Note: If your practice does not use provider groups, this column displays the athenaOne patient ID.
CREATEDBY

athenaOne username of the person who created the patient record.
CREATED

Date that the patient record was created.
PATIENTLASTNAME

Patient's last name.
PATIENTFIRSTNAME

Patient's first name.
PATIENTLASTNAMEFLIPPED Patient's first name used as Last Name
PATIENTFIRSTNAMEFLIPPED Patient's last name used as First Name
DOB

Patient's date of birth.
DOBFUZZY Patient's date of birth +/- 1 day
SSN Patient's Social Security number.
ADDRESS1 First line of the patient's address.
ADDRESS2

Second line (if any) of the patient's address.
STATE

Patient's state.
CITY

Patient's city.
ZIP

Patient's 5-digit ZIP code.
HOMEPHONENUMBER

Patient's home phone number.
WORKPHONENUMBER

Patient's business phone number, if any.
MOBILEPHONE Patient's mobile phone number, if any.
EMAIL Patient's email address.
REGISTRATIONDATE

Date that the patient was registered in athenaOne.
REGISTRATIONDEPARTMENT Department in which the patient was initially registered in athenaOne.
CURRENTDEPARTMENT Department that the patient currently belongs to.
GUARDIANFIRSTNAME

First name of the patient's legal guardian.
GUARDIANLASTNAME Last name of the patient's legal guardian.
PRIMARYPROVIDER Patient's primary provider at this practice.
PATIENTSTATUS

Patient's current status (Active or Deleted).

 

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