What is the recommended workflow to handle duplicate patient records during registration in Phreesia?

• A. Keep duplicates and reconcile later.
• B. Merge duplicates in the EHR, confirm identifiers (DOB, name, contact), use merge tools in Phreesia if available, update forms to reference the correct patient, audit for duplicates.
• C. Delete duplicates without verification.
• D. Ignore duplicates and proceed.

Answer: (B)

Handling duplicate patient records during registration means actively creating and maintaining a single, accurate patient profile. Start by confirming the patient’s identifiers—date of birth, full name, and contact details—to ensure you’re merging the correct records. Then merge the duplicates in the EHR, and use Phreesia’s merge tools if available, so all history and data consistently belong to one patient. After merging, update forms and templates used during registration so they reference the unified record, preventing future mix-ups. Finish with an audit to catch any remaining duplicates and put safeguards in place to minimize duplicates going forward, such as standardized data entry practices and validation prompts at registration. This approach prevents misattribution, supports accurate billing and communications, and preserves a complete patient history.