Duplicate patient profiles cause discrepancies in patient records and billing information. Avoid duplicate patient issues using the following tips.
Integrated Facilities
If your facility is integrated, as indicated by the Claimocity Connect icon, you want to refrain from manually adding patients.
The Claimocity Connect icon is shown at both the facility and patient levels.
Connected Facility
Connected Patient
Tip: Non-connected patients can appear in a connected facility's census. This occurs when patients are manually added to a connected facility.
If a patient does not appear in your census, utilize the search function within Claimocity to locate and add the visit. This ensures that patient information remains accurate and up to date.
- If you cannot locate a patient using the search function, please promptly inform our support team to ensure there is no integration issue.
- Email support@claimocity.com with the Patient's Name, DOB, and Name of the connected facility.
Tip: If you bill an encounter and complete the note using a manually added patient profile, the note will not sync to the connected software system. This can lead to discrepancies in patient records and billing information. So, we strongly suggest against manually adding patients to integrated facilities.
Non-Integrated Facilities
- For non-integrated facilities, you will be manually adding patients. If a patient with the same name and date of birth already exists in Claimocity, you will be presented with a pop-up of Possible Patient Matches to help you identify the existing patient record and avoid creating duplicates. Please ensure that you carefully review any potential matches before proceeding with adding a new patient.
- An example pop-up is shown here when attempting to add a patient with the following information:
- Name: James Ford
- DOB: 02/18/1900
- Now select the existing patient and click Use existing patient to continue without creating a duplicate.