What is Athena Patient Transfer Check?
Solv has developed tools to help give you more control over patient matching when the integration algorithm cannot determine a match itself. Once implemented, you will be able to review possible matches or multi-matches to select the correct patient chart.
A new alert titled “Select EMR Match” will appear in the queue prompting the front desk to select a patient
Below are 2 scenarios you may encounter and how to handle them with these new tools.
If no match is found (New Patient)
If the patient is new to your practice and does not have a chart in your EMR, the integration will automatically identify that the patient does not have a matching chart in Athena and create one for them.
This does not require any intervention, but if you open the EMR Transfer tab you'll see both the new patient's EMR ID and confirmation that a new patient was created.
If one or more low confidence matches are found
If the patient enters demographic information (name, DoB, phone number, etc.) that is different from what is in their chart in Athena, the integration may find one or more low confidence matches. This scenario may also occur with twins or triplets.
If the integration finds one or more low confidence matches, an alert will be surfaced in the Solv Queue. Click the alert to open the EMR Transfer tab of the face sheet. Each low confidence match will be listed, including the patient's name, age, sex, DOB, phone number, and EMR ID. You can select which chart to match to and click "Select this patient" to confirm their match. If the patient is in fact new to your practice, click "Create new patient" to create a new chart for them.
If the correct patient is not shown on this list, you can manually match to a different patient by clicking "Or manually enter EMR ID" and entering their EMR ID on the next page.
If multiple matches are found
It's possible that a patient has two charts in your EMR. If the patient does have a duplicate chart, the same alert will surface in the queue. If this occurs, it's important that you review each of the duplicate charts, note down the EMR ID of the correct chart from Athena, and select that chart in the Solv face sheet.
Once you have selected the right chart, alert your manager that you found a duplicate chart and they'll be able to merge the chart.