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Feature Suggestion

Submitted by EastsideVetEmerg on Wed, 17/09/2014 - 16:43
in

Hi,

We often find ourselves having to go back to merge clients who have been entered twice. This sometimes occurs because staff have not asked clients if they have been to us before, sometimes because patients are presented by the partners who didn't realise the patient has been to us before.

It would be nice to when entering a client if the system alerted you if there were likely duplicates already there (perhaps based on surname, address, phone numbers?). Then asked if you wanted to cancel the entry and continue using the prevuisly entered client?

Thanks,

Adrian

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Re: Feature Suggestion

Submitted by tanderson on Sun, 21/09/2014 - 23:08.

This could be done by including a query step when creating customers.

Clicking New in Customers|Information would display a browser to query customers. It would provide:

  • a Search field, to search on name
  • a Address field
  • a Phone field
  • a check-box "Match All Fields" to match on all or some fields. It is unticked by default, indicating to match on some of the fields

There would be buttons:

  • Find - displays any customers matching the criteria
  • View (and double click) - displays the selected customer
  • Select - selects the customer, closing the browser
  • New - displays a New Customer dialog, copying the input criteria to their respective fields

This allows customer creation to be done after reviewing any matches for any of the input, and saves time in that the data is only entered once.

E.g. you could enter: "Smith", "49 Smithton Way", "912345678" to the "Search", "Address" and "Phone" fields respectively, and untick "Match All Fields"

Clicking Find would list the available matches. If there are none, or they aren' relevant, clicking New would display a New Customer dialog with Last Name set to "Smith", a Location contact containing "49 Smithton Way", and a Phone contact containing "912345678".

 

Re: Feature Suggestion

Submitted by EastsideVetEmerg on Wed, 24/09/2014 - 14:05.

Hi,

I guess my thought is that this process should happen automatically when entering a new customer/patient.

An extra step will often be skipped through if it is viewed as being "to hard" or "too much work".

Could this not be done in the background?

I.e. enter a new customer (basic information) like last name, first name, press apply. If surnames and first names match up then it throws a box that says "could this customer already be in the system" see a list of possible matches below....

If not, then the user doesn't get interrupted and they enter address, phone number, etc.

If any of these match (or there are partial matches , eg. an address and a surname or phone number and a surname) then again it asks if there could be possible matches.

If there are no matches then no box is thrown up...

I guess my feeling is the user should not have to go searching, the system should look for matches in the background and then make suggestions....

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