Merge - Updating Physicians
Once a change request has been received, follow the below steps to make the changes within Merge Admin.
1. Log into Merge
2. Launch Admin Portion of Merge
3. In the list (left side), scroll to the Physicians section
BOTH PHYSICIAN AND PHYSICIAN PRACTICES MUST BE UPDATED
PHYSICIAN PRACTICES:
16. Click on "Physician Practices" from far left column
17. Before searching, confirm that the radio button for "All" is selected
18. Enter the Updated Physician Name to search in Practice Code Field. [firstname%lastname]
19. Double click on the correct practice and the Add/Edit a Practice screen will appear
20. Any changes that were made in the Physician category need to be updated in this screen as well
21. Click "Complete"
22. If there is an MRN listed in the change request, review the patient file to confirm the change is shown on their appointment.
PHYSICIAN: - CONFIRM THE UPDATES MOVED OVER CORRECTLY AND UPDATE FAX MANUALLY!
4. Click on "Physician"
5. Before searching, confirm that the radio button for "All" is selected
6. Search in the field titled "Physician" by name. [lastname,firstname]
7. Click enter or "search"
8. Select the physician from the list displayed by double clicking on the row
9. Add/Edit screen will appear
10. Under the "Practice" field, select the correct physician name
11. Make sure that the correct physician listed is selected in blue under "Practice Name"
- Note: If you are updating the physician name, you do not need to follow steps 12-14 skip to 15
12. Click on "Location Settings"
13. The Physician Office Parameters screen will appear
- Note: This is where you will modify phone number, address, fax, distribution method preferences, etc.
14. Click on "Complete"
15. On the "Add/Edit Physician" Screen, click "Complete"
Updated: 11/12/2019
