When duplicates are found, what is the recommended approach to prevent future duplication in Phreesia forms?

• A. Delete the duplicates outright.
• B. Update forms to reference the correct patient.
• C. Ignore duplicates.
• D. Create a new record for each encounter.

Answer: (B)

Preventing future duplicates comes from making sure every form is linked to the correct patient record. When duplicates are found, updating the forms to reference the correct patient ensures that future submissions attach to the existing patient rather than creating a new record. This keeps the patient’s history complete, avoids fragmentation, and supports accurate billing and documentation. Deleting duplicates outright risks losing data and doesn’t fix the underlying linkage issue. Ignoring duplicates or creating a new record for every encounter only introduces more duplicates. By verifying and correcting the patient reference (checking identifiers like name, date of birth, MRN, and other IDs in Phreesia), you establish proper linkage so future forms are associated with the right patient.