Duplicate Management Overview
The Duplicate Management feature allows users to create duplicate detection rules. The Duplicate Management page lists all duplicate detection rules existing in the application and provides links to creation and configuration options. A duplicate detection rule compares the content of specified fields between files. When there is an exact match between these fields, a warning
Note: In order for duplicate detection rules to be triggered, each type of submission form must also be configured for duplicate checks to happen between individual files of that form. See Saving the Form for more information.
Note: Duplicate rules will not be triggered for responsive forms.
Prerequisites: You must have the 'Manage Fields and Tables' role function enabled.
- Click the Logged in as link and click Admin
- Under the Forms
A number of fields grouped together by sections to allow users to enter and store data related to a patient or employee event. You can define multiple forms for a module. Forms fall into two categories: submission forms (i.e. for front line entry users) and management forms (i.e. for file manager users). Management forms contain the same data as submission forms with added sections for follow-up investigations and resolutions and outcomes. and Fields section, click the Duplicate Management link (not shown). - On the Duplicate management page, choose a Module, if necessary, to filter the list of duplicate detection rules.
- To create a rule, click New to reveal the Properties and Display Fields tabs. See Configuring a Duplicate Detection Rule.
- If not creating a new rule, select a duplicate detection rule to reveal the following action buttons:
- Edit – reveals the Properties and Display Fields tabs for editing the selected detection rule.
- Delete – removes the selected duplicate detection rule.
- Activate / Deactivate – switches the duplicate detection rule on or off.
- Click Exit to return to the Admin
