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Introduction

The Mappings tab is used to combine concepts and audit mapping decisions. Merge actions are available in patient mode.

Manual Merge

Workflow:

  1. In Manual Merge, select concepts using the Map column (main concepts only).
  2. Click Merge Selected Concepts.
  3. Confirm New Concept ID, New Concept Name, and Heritage.
  4. Click Apply Merge.

Defaults in the merge form are prefilled from the most prevalent selected concept.

Manual merge workflow
Manual merge workflow

Hierarchy Suggestions

Use hierarchy-based candidate merges:

  • Set Minimum hierarchy depth.
  • Optionally keep Allow only minors enabled.
  • Click Update Hierarchy Suggestions.
  • Review rows and click Merge Selected Hierarchy Suggestions.
Hierarchy suggestions
Hierarchy suggestions

Correlation Suggestions

Use correlation-based candidate merges:

  • Set Minimum correlation.
  • Set Max median days in between.
  • Optionally allow heritage drift.
  • Click Update Correlation Suggestions.
  • Review rows and click Merge Selected Correlation Suggestions.
Correlation suggestions
Correlation suggestions

Mapping History

The history table records applied mappings, including source concept IDs/names, mapped concept IDs/names, mapping type, and heritage. Use it as an audit trail for post-processing decisions.