Requesting a Patient Merge in eRAD

Purpose: When duplicate patient records exist in eRAD (multiple MRNs for the same patient), Contact Center team members will submit a Merge Suggestion so the appropriate team can review and complete the merge.

Important: PARs do not complete merges - we submit the request for review.

1. Open the Patient Folder

Use the search function in eRAD to locate and open the patient folder.
At this point, it does not matter which duplicate record you open first.

2. Navigate to the Merge Tool

From the eRAD menu:

Click Administration
Select Patient Merge

3. Enter Patient Records

The Patient Merge window will open with two sections:

Source Patient Details (Left):
The duplicate MRN that will be discarded

Destination Patient Details (Right):
The MRN that will be kept (primary/active patient record)

Always verify both records belong to the same patient before submitting a request.

4. Search and Confirm

In Destination Patient Details, click Search

Patient name may auto-populate
Enter patient's date of birth to narrow results
Double-click the additional MRN to add it under Destination Patient Details

Verify demographics match (ex: full name, DOB, phone, address) before proceeding.

5. Choose Data to Retain

If the MRNs are on the wrong sides (Source vs Destination), use the arrows to swap.
For each field (ex: name, DOB, address), click the radio button next tot he value that should be kept.

Review carefully - these selections determine which data remains after the merge is completed.