Working with Assumed Matches on the Patient EDM

The Matching Review function of the Patient EDM allows you to view any patient profiles that were automatically updated by the master index application as a result of an assumed match. You can reverse the assumed match if necessary.

Perform the following tasks to monitor and maintain assumed match profiles:

• Finding Assumed Matches on the Patient EDM

• Reversing an Assumed Match on the Patient EDM

Finding Assumed Matches on the Patient EDM

You can find patient profiles that were updated by an assumed match using the Matching Review function of the Patient EDM. When you search for assumed matches, you can select a patient profile to view from a results list.

Figure 57 Assumed Match Page

To Find Assumed Matches

1. Obtain information about the patient profile you want to view, such as their EUID, a system in which they are registered, or the login ID of the user who added the record that caused the update.

2. On the Patient EDM, select Matching Review.

   The Matching Review Search page appears.

   Figure 58 Matching Review Search Page

   
   

3. On the Matching Review Search page, enter the search criteria (for more information, see About Matching Review Search Fields on the Patient EDM).

4. In the upper portion of the page, click Search for Assumed Match.

5. Do one of the following:

   • If more than one profile matches the search criteria, the Assumed Match Result page appears (for more information, see Figure 59). Continue to step 6.

   • If only one profile matches the search criteria, the Assumed Match page appears with a comparison of the two profiles that were combined with the differences between the two profiles highlighted in blue. Skip to step 7.

     Figure 59 Assumed Match Results List

     
     

6. In the Results list, click the ID of the assumed match profile you want to view.

   The Assumed Match page appears with the demographic information of the SBR displayed.

7. To view additional information about the patient, review the instructions provided under Viewing Patient Profiles.

8. To view the next entry in the assumed match results list, click Next>.

9. To view the previous entry in the assumed match results list, click <Previous.

10. To return to the assumed match results list, click Result.

About Assumed Match Results Fields on the Patient EDM

The fields located in the assumed match results list help you to identify an assumed match transaction to display on the Comparison page.

Reversing an Assumed Match on the Patient EDM

If you find that an assumed match was made in error, you can reverse the assumed match. This process returns the updated patient profile to its status just prior to the assumed match update, creates a new patient profile for the record that caused the assumed match, and recalculates the SBR for the existing profile.

To Reverse an Assumed Match

1. View the assumed match profile, as described in Finding Assumed Matches on the Patient EDM.

2. In the upper portion of the page, click Undo Assumed Match.

   A confirmation dialog box appears, providing the EUID number of the new profile that will be created as a result of reversing the match.

3. On the confirmation dialog box, click OK.

   The assumed match is undone, the updated profile is returned to its state prior to the assumed match, and a new patient profile is created for the system record that caused the assumed match. Any changes that were made after the assumed match but before reversing the assumed match are retained.