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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

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

The Patient Duplicates page presents groups of patient records flagged by the Master Patient Index as potential duplicates, enabling authorized users to compare and merge them. Route: /pm/patients/duplicates.

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Overview

PatientDuplicatesPage loads candidate groups via useDuplicateCandidates and recent merges via useMergeLog. Groups are keyed by shared last name and date of birth. When a group has more than two records, users select two candidates to compare; groups with exactly two records are automatically ready to compare. The PatientMergeResolutionWizard opens as a sheet to walk through the merge. Recent merges (up to 10) are shown with an Undo action gated by a server-side undo window via useUndoPatientMerge.

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Who it’s for

Requires permission pm.patients.merge (PM_PERMISSIONS.PATIENTS_MERGE).

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Before you start

  • Review the records in each candidate group before initiating a merge; merges may be difficult to reverse once the undo window expires.
  • Undo capability is time-limited; the window is enforced server-side.

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Steps

1

Open the duplicates list

Navigate to Practice Management → Patients → Duplicates, or go to /pm/patients/duplicates.
2

Review candidate groups

Each card shows a shared last name and date of birth with the count of potential duplicates in the group.
3

Select records to compare (for groups with more than two)

Click individual patient cards to select two records for comparison. Selection is toggled; only two records can be selected at a time.
4

Open the merge wizard

With two records selected (or for a two-record group), click the compare/merge action to open PatientMergeResolutionWizard.
5

Complete the merge

Follow the wizard steps to resolve field conflicts and confirm the merge.
6

Undo a recent merge (if needed)

In the recent merge log, click Undo on an eligible merge record. The undo button is only shown within the server-enforced undo window.

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Key concepts

  • MPI candidate group — records sharing last name and date of birth, flagged for potential duplicate review.
  • Undo window — a time-limited period after a merge during which the operation can be reversed; duration is server-enforced.

Practice Management

Practice Management core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/pm.tsx
  • src/cores/pm/pages/PatientDuplicatesPage.tsx
  • src/cores/pm/hooks/useDuplicateCandidates.ts
  • src/cores/pm/hooks/useMergeLog.ts
  • src/cores/pm/hooks/useUndoPatientMerge.ts