Merging procedures and surgeries in your clinic procedure list

If your clinic's procedure list contains two or more procedures with the same meaning (for example, "APPY" and "Appendectomy"), you can merge the procedures into one procedure. Merging a procedure into to another procedure removes the selected procedure from all procedure lists. Any patients with the merged procedure retains the original procedure, but the procedure is now associated with the procedure it was merged with.

When you merge procedures, you can also select which of the merged procedure details to keep. For example, you can choose to use the Notes from one procedure, but the ICD-9 code and description from the other.

Steps

1.

Open the Surgery Maintenance window, and then search for a procedure you want to merge into another procedure (ie. find the procedure you want to merge and remove). See step 1 to step 3 in Modifying medical procedures and surgeries in your clinic procedure list.

2.

In the search results, open the procedure by clicking it’s Internal ID.

3.

At the top of the <procedure name> - Surgery window, click Merge. The Merge Record window opens.

4.

In the right field, search for and select the procedure you want to merge the first procedure into (ie. search for the procedure you want to keep). In the Item list, the EMR highlights all fields that are different between the two problems.

5.

Using the following table, for fields that conflict, select which data you want to keep.

To do this...	Do this...
Move data from one of the Merge From (Source) fields to the Merge To (Target)	Click the line. The line turns green and the information from the left column is duplicated in the right column.
Return a Merge To (Target) field back to it’s original state	Click the line (which is highlighted in green). The line returns to a red colour, and the field content returns to it’s original state.
Move all conflicting data from the Merge From (Source) fields to the Merge To (Target) fields	At the top of the window, click . All conflicting fields are highlighted in green and the Merge To (Target) fields are populated with the content from the Merge From (Source) fields.
Return all Merge To (Target) fields back to their original state	At the top of the window, click . All conflicting lines return to a red colour, and the contents of the Merge To (Target) fields return to their original states.

6.

At the top of the window, click Merge. A dialog box appears with the following prompt: “This will delete ‘<source code - name>’ and replace all s with ‘<target code - name>’. Merge code?”

7.

To merge the code, click Yes.