Each patient must have a unique identifier in the CHR to prevent duplicate patients. You can add additional patient identifications, such as the health cards for other provinces or a private chart number. You can select which ID is the default one that is chosen within patient demographics.

Steps

1. From the main toolbar, click Settings > Patient.

2. In the Patient Identification section, click Add Identification.

The New Identification window opens.

3. Enter the identifier information, as described in the following table:

Field

Description

Identification Name (required)

Type a name for the identifier.

Auto Assign Unique Value

When adding a provincial insurer identifier, always select No.

To generate a unique ID number for each new patient, select Yes. This is useful for private-paying patients.

Identification Visible Name

If you enable patients to view their identifier in the patient portal, you can type a different identifier name that will be visible in the portal.

Portal Visible

To enable patients to view their identifier in the patient portal, select Yes.

Issuer

If using the billing module, select the identifier's issues (such as MSP or Ontario Health Insurance Plan). This ensures that the correct provincial insurer information is used.

Note: When you select an Issuer, the CHR checks the health card for validation errors when you add a new patient.

External Profile

If desired, add a link to the identification issuer's web site.

5. Click Save. The identifier is added to the list and available from patient demographics.

4. To make an identifier the default one when adding new patients, hover your cursor over it and click Make Primary. A blue bar appears next to the primary identifier.


Updated April 5, 2021

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