Deduplication

1
Deduplication Merging Events

• Lauren DiBiase, MS
• North Carolina Center for Public
  Health Preparedness

2
Agenda

• Tips to Avoid Creating Duplicates
• Potential Matches Screen
• LDE now has Choose Person option (May 8)
• Person Deduplication
• Event Deduplication
• Manually invoking event deduplication
• Merging Events
• Your Questions

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Avoid Creating Duplicates

• Before you create an event always
• Search Event before you create an event
• Use Select Person button to Search Person before
  create an event
• Use wildcards when searching

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Potential Matches Screen

• LHC I II and LDE II will have 3 options
• Use this Event use same person and same
  event does not create anything new in NC EDSS
• Choose this Person use same person, but
  create a different event for that person
• Previously not an available option for LDE II
• Proceed create a new person with a new event
• If not sure what decision to make on this
  screen, the most conservative option is to click
  on use this event so you do not create anything
  new in the system

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Person Deduplication

• Only a state-level user can resolve person
  deduplication
• All users will see notification on Dashboard that
  person is pending deduplication
• Do not click on the person dedup hyperlink
• Call the Help Desk to work through resolving
  duplicate people

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Event Deduplication

• Local Health Clinician II can resolve event
  deduplication
• Access to Event Deduplication Workflow
• All users will see notification on Dashboard that
  event is pending deduplication
• Users with roles other than LHC II should not
  click on the event dedup hyperlink
• Deduplication Merging Records!

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Merging Events

• Once you merge two events, there is no going
  back!
• If you are not sure, click on Keep Separate
• You can always manually invoke deduplication to
  merge the events later
• Always use the print event links to review each
  event before deciding whether to merge
• Create Event date is not a reliable indicator of
  whether same event or not
• Never merge closed events!

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Question Package Merging with Event Deduplication
Single Entry questions, i.e., no Add New feature
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Question Package Merging with Event Deduplication
Repeatable blocks, e.g., Add New hyperlink
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Merging Events

• Print hard copy merged event
• Retain with report for 1 year
• Create an event note that says event was merged
  from another event
• Reference Event ID merged event
• Review event for accuracy and resubmit to DPH if
  appropriate

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Wrap - Up

• Questions
• Brief evaluation survey slides will be emailed
  to you
• Thank you for participating!
• Help Desk
• 919-715-5548 or (877)-625-9259
• ncedsshelpdesk_at_ncmail.net
• Use Event ID only no names or SS s
• Available 8 am 5 pm, M-F