Cancer Institute NSW
Step 1: Conduct a general data management health check
This section covers the following steps:
| Step 1.1 Check if you are systematically performing basic clean-up functions |
| Step 1.2 Conduct any overlooked functions |
Step 1.1 Check if you are systematically performing basic clean-up functions
Assess if your practice is systematically:
- deactivating patients
- deceasing patients
- checking for missing dates of birth or gender
- merging duplicate patient files.
Step 1.2 Conduct any overlooked functions
If you are not regularly undertaking any of the above activities:
- use the instructions below to carry out the function
- note the function for inclusion in your recall and reminder policy (see Module 3).
| Software provider | Deactivating patients | Flagging patients as deceased | Checking for missing dates of birth and gender | Merging duplicate patient files |
| Best Practice | Add a new patient | Add a new patient | Use BP Premier’s inbuilt queries to undertake a database search | Merge patient records |
| Genie | Edit patient Note: Marking a patient as Inactive or Deceased will prevent them from appearing in most searches and will prevent merged letters from being printed for the patient. The Deceased marker will also prevent you from booking appointments for that patient |
Custom report | Edit patient Note: If you find you have inadvertently created two records for the one patient, highlight the two duplicate records and then select Merge Patients. The information from the two records will be merged into one record. This procedure will also combine all images and scanned documents for the two patients |
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| Medical Director | Deactivating/reactivating patients | Flagging patients as deceased | Editing a patient’s details from the clinical window | Merging patient records |
| ZedMed | Deactivating patients | Deceasing patients | Editing a patient record | Merging patient record |
