Patient Aliases

Page Description

Use the Patient Aliases page to view, add, or delete alternate names for the patient. You may also choose to use any patient alias as the name Copia uses for the patient throughout the program. On the System Defaults administration page, a Copia system administrator may choose to enable a setting that automatically stores changes to patient names on the Demographics page as patient aliases.

To view patient aliases when searching, you must first add "Matching Aliases" to the Column View Rules for the Patient Search page.

When Copia sends HL7 messages, it sends alias information in the PID-9 segment.

For more help, click one of the following links:


Accessing this Page

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Viewing, Adding, Editing, or Deleting Patient Aliases
  1. Copia displays the selected patient's name at the top of the page, as well as any existing aliases in the list below patient's name. Copia also displays the date and time the alias was last modified next to each alias on the list.
  2. Click the Add button to create a new alias record, and then enter the First Name, Middle Name, and Last Name for the patient.
  3. To edit an alias, simply change the First Name, Middle Name, and/or Last Name for the patient.
  4. To delete an alias, mark the Select checkbox for one or more aliases, and then click the Delete Selected button.
  5. Click the Change Log button to view the change log for the selected patient. See the Admin: Change Log topic. Note that you must have the necessary security right to access the Change Log page.
  6. Click the Cancel button to clear any changes made to the aliases.
  7. Click Save to retain your changes and return to the Demographics page. See the Demographics topic.
  8. Click Save on the Demographics page to save the changes. Copia does not save the changes you make to the aliases until you click Save on the Demographics page.

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Switching Patient Aliases for Patient Names
  1. To use an alias as the patient's official name, click the Select checkbox for the aliases you wish to start using, and then click the Switch selected with main name button. Copia immediately switches the names.
  2. Click the Cancel button to undo the alias switch.
  3. Click Save to retain your changes and return to the Demographics page. See the Demographics topic.
  4. Click Save on the Demographics page to save the changes. Copia does not save the changes you make to the aliases until you click Save on the Demographics page.

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