This article will help you:
- Eliminate calling issues due to duplicate patient profiles
- Assign a different phone number to the duplicate profile
- Mark the duplicate patient inactive
Eliminate calling issues
Change the phone number for the duplicate patient profile to to 555-555- 5555 to eliminate any issues when receiving or making phone calls to the real patient profile. This will ensure that there are no errors when the patient tries to call in, as the phone number would otherwise be associated with 2 patients.
Note: If the duplicate profile exists in Salesforce, you must change the number there as well. If not, the patient will be reingested into Welkin and the 555 number will be overwritten with the phone number from Salesforce.
Mark the duplicate patient inactive in Welkin
Mark the patient profile inactive by navigating to "More" and selecting "Mark Inactive". This will ensure that no further alerts will be populated for the patient. Their profile will remain searchable by name or ID in the event that you need to find the profile again for any reason.
