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Seamless Reporting

Patient matching

Keep your patient records in sync for seamless reporting

With patient information stored in multiple EHRs, it’s easy for practices and organizations to create duplicate records. Healthmonix offers 3 solutions to help you ensure your patients are accurately identified, which is a must for successful value-based care reporting.

We’ll collaborate with your team to find the patient-matching option that fits your technology and workflows. You can focus on delivering exceptional and efficient care.

Outcomes Focused

Review our patient-matching solutions


Identifier-based patient matching

When a shared patient identifier is available, we’ll match across EHRs and other data sources based on that identifier. Duplicate patients are resolved to a single patient based on the identifier.

We can use identifiers like a medical record number or another identifier you create to represent that multiple records refer to the same patient.


Demographic-based patient matching

Demographic-based patient matching uses data points inherent to the patient. These can include first name, last name, date of birth, zip code, phone number, and Social Security Number.

We use 3-5 client-selected patient demographic data points to complete demographic-based patient matching. First name, last name, and date of birth are required. The final datapoint can be chosen based on data available in your source systems.


Universal Patient Identifier-based patient matching

Universal Patient Identifier (UPI)-based patient matching extends demographic-based patient matching. The UPI database accounts for address changes, name changes, nicknames, aliases, and accidental misspellings. 

If the demographic-based patient matching engine can’t match a patient, we check the patient demographic info against the UPI system rather than automatically creating a new patient.