Merged and Deleted Patients Report

athenaCollector

The Merged and Deleted Patients report provides a list of patient records that were deleted within the selected date range, as well as information about the new or existing record that the data was merged into, if any.

Note: You can run the Custom Duplicate Patients report to help you identify duplicate patient records. If your practice uses custom patient fields, athenaOne includes your custom fields in the report results.

 

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 Merged and Deleted Patients.

 

 

 

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 Merged and Deleted 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 Merged and Deleted Patients in the Standard Reports section of the tab.
    The Run Report: Merged and Deleted Patients 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 deleted or merged in this date range appear in the report.
  5. 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.
  6. 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.
  7. Click Run Report.

 

Run Report: Merged and Deleted Patients
Date Range Enter the start and end dates for the report, or select a date range from the menu. Patient records that were deleted or merged in this date range appear in the report.
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
Deleted Patient ID Patient's athenaOne ID in the deleted record.
Deleted Lastname Patient's last name in the deleted record.
Deleted Firstname Patient's first name in the deleted record.
Deleted Middle Patient's middle name or initial in the deleted record.
Deleted DOB Patient's date of birth in the deleted record.
Deleted SSN

Patient's Social Security number in the deleted record.
Deleted Homephone

Patient's home phone number in the deleted record.
Deleted Mobile Phone Patient's mobile phone number in the deleted record.
Deleted Workphone Patient's work phone number in the deleted record.
Deleted Email Address Patient's email address in the deleted record.
Deleted Address1 First line of the patient's address in the deleted record.
Deleted Address2

Second line (if any) of the patient's address in the deleted record.
Deleted City Patient's city in the deleted record.
Deleted State Patient's state in the deleted record.
Deleted Zip Patient's ZIP code in the deleted record.
New Patient ID

Patient's athenaOne ID in the merged record.
New Lastname Patient's last name in the merged record.
New Firstname Patient's first name in the merged record.
New Middle Patient's middle name or initial in the merged record.
New DOB Patient's date of birth in the merged record.
New SSN

Patient's Social Security number in the merged record.
New Homephone

Patient's home phone number in the merged record.
New Mobile Phone Patient's mobile phone number in the merged record.
New Workphone Patient's work phone number in the merged record.
New Email Address Patient's email address in the merged record.
New Address1

First line of the patient's address in the merged record.
New Address2

Second line (if any) of the patient's address in the merged record.
New City Patient's city in the merged record.
New State Patient's state in the merged record.
New Zip Patient's ZIP code in the merged record.
Merged or Deleted?

Indicates whether the patient record was merged with another record or only deleted.

Note: If records were merged, the report displays information in the "New" columns (New Patient ID, New Lastname, and so on).
Merged/Deleted By

Username of the person who deleted or merged the old patient record.
Merged/Deleted Date

Date on which the patient's record was deleted or merged.

 

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