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Patient Journey User Interface

How to navigate and use the Verato Universal Identity user interface to manage tasks, data stewardship, and more.

  • Navigating the Patient User Interface

    The Universal Identity user interface allows you to search, review, and assign and manage tasks within your Universal Identity instance.  When you first log into the Universal Identity user interface, the default landing page is the Patient Task List vi...

  • Search Identities

    When you search and view identities in Universal Identity, the data about those records is grouped together first by Source + Native ID and second by Link ID. All the attribute values that have ever been posted to Universal Identity for a given Source +...

  • Working with Identities in the Workspace

    The Workspace is where you can search, review, and work with identity records. You can use the Workspace to do things such as:  Search and review records Link and unlink identities Merge records Create a task and assign it to a data steward for review/...

  • Assign, Manage, and Work on Stewardship Tasks

    The Patient Task Queue displays tasks assigned to the data steward by the data steward as well as unassigned tasks. You can assign tasks individually or in bulk.  To view the Patient Task Queue, at the top of the page click Stewardship, and then click P...

  • Delete and Deactivate Records

    You can permanently delete or deactivate individual patient records from your Verato Universal Identity Instance directly from the user interface. This capability can be granted to all user interface users and is controlled by a new user permission. To ...

  • Assign and Manage Rejected Overlay Tasks

    The Patient Rejected Overlays queue allows you to assign Rejected Overlay Tasks individually or in bulk.  To view the Patient Rejected Overlays queue, at the top of the page click Stewardship, and then click Patient Rejected Overlays. What is an overlay...

  • Overriding Overlay Detection/Rejection

    In some cases, you may decide that certain rejected postIdentity requests are indeed valid updates. If your Universal Identity has been configured to handle overlays as Reject with Task, a task is created in the Rejected Overlay Tasks Queue.  ImportantT...

  • Use Task Mode to View and Search Tasks

    Task Mode is used when you want to view data stewardship tasks that have been automatically detected and queued up by Universal Identity. There are two task queues automatically created for you: Patient Task Patient Rejected Overlay Tasks are created ...

  • Link and Unlink Identities

    Data stewards can link two identities to create a single, surviving Link ID. They can also unlink previously linked identities.  Linking Identities When a data steward links identities, they are selecting one entire Link ID (which includes all source re...

  • Delete or Undelete an Attribute Cluster

    To delete an attribute cluster from a source record: In the Set Inactive column, select the attribute you want to delete. Click Proceed to delete the attribute. ImportantOnce an attribute has been set inactive, it will not play any part in subsequ...