Patient matching Excel

Outside Resources
Connecting Health and Care for the Nation: A Shared Nationwide Interoperability Roadmap.ONCHIT. 2015.
Patient Identification and Matching: Final Report. Prepared for ONCHIT by Audacious Inquiry. 2014. https://www.healthit.gov/sites/default/files/patient_identification_matching_final_report.pdf
Patient Matching in Health Information Exchanges. Perspectives in Health Information Management. AHIMA. 2014. http://perspectives.ahima.org/patient-matching-in-health-information-exchanges/
Survey: Patient Matching Problems Routine in Healthcare. Journal of AHIMA. January, 2016. http://journal.ahima.org/2016/01/06/survey-patient-matching-problems-routine-in-healthcare/
Background
Connecting Health and Care for the Nation: A Shared Nationwide Interoperability Roadmap is the result of a nationwide effort to identify policy and technical actions needed to realize the ONCHIT vision of a seamless data system (Source: https://www.healthit.gov/sites/default/files/hie-interoperability/nationwide-interoperability-roadmap-final-version-1.0.pdf , Page iv). For this assignment, you are to read the Executive Summary of the Roadmap (pages i – xvii) and information related to technical component “L”. Component “L”, starts on page 36 and describes Accurate Individual Data Matching as one of the technical steps to achieving interoperability. As stated in the report: “Whether aggregated in a repository or linked “just in time,” electronic health information from disparate sources must be accurately matched to prevent information fragmentation and the incorrect merging of records. As technology evolves, provider identities, system identities, device identities and others that support public health and clinical research will need to be accurately matched”. (ONCHIT. Connecting Health and Care for the Nation: A Shared Nationwide Interoperability Roadmap. 2015.).
In addition to the information required in the roadmap, you are to read the resource articles that discuss patient mapping found above.

Correct patient identification and matching are crucial if we are ever to be able to access patient information from different points of service, and to create a workable HIE. From the basic articles provided, you will see that this activity, while crucial for patient care and information sharing, is not done very well.

Assignment
You are to review the attached excerpt of 20 patients from a Master Patient Index. Click here for Master Patient Index file.
The MPI on the left is data from your facility, the MPI on the right was pulled from your local HIE based on your request.
Your first responsibility is to review the two data sets. Identify the discrepancies between the two sets of data. How do you determine if they are one in the same? Based on the information, can you state with certainty that all the patients are the same? What are the other matching points that you would need to ensure they are the same patient? What other errors/issues did you discover in the data?Enter your observations in the comment column of the excel file and upload the file. Name your file MPI.lastname.firstname
Assume you are heading up a task force responsible for creating a policy for patient identification and matching. You are to create this policy that will include the categories of data you will collect for the MPI, the formatting of how the information will be entered into the system—including a plan for dealing with unavailable information, and a plan for ensuring the accuracy of the information. Use the information from the Roadmap, the articles provided, and any other resources you can find.

Last Name First Name DOB SSN Last Name First Name DOB SSN Comment
McDonald Zoe Sep. 11, 1990 516-56-8810 McDonald Zoey Sep. 11, 1992 516-56-7631
Powell Jan Mar. 23, 1991 256-90-7787 Powell Janice Mar. 22, 1991 256-90-7787
Chapman Paul Apr. 20, 1997 679-09-4196 Chapman Paula Apr. 20, 1997 679-09-4196
Langdon Carolyn 28-May-59 004-10-5570 Langdon Carolyn 28-May-59 004-10-5572
Newman Kevin Jan. 1, 1996 574-60-9848 Newman Kevin Jan. 1, 1995 574-60-9848
Young Sean Apr. 5, 1974 424-48-2306 Young Sean Apr. 5, 1974 424-48-2306
Mills Christian Mar. 18, 1939 685-07-2681 Mills Christian Mar. 18, 1939 685-07-2681
Mills Donna Jul. 15, 1954 004-52-4144 Mills Donna 7/15/1954 004-52-4144
Nolan Lillian Nov. 2, 1987 419-09-1702 Nolan Lillian Nov. 2, 1987 419-09-1702
Newman Lillian Dec. 14, 2006 426-37-2514 Newman Lillian Dec. 14, 2006 419-09-1702
Edmunds Yvonne 19-May-80 044-XX-6780 Edmunds Yvonne 19-May-80 044-XX-6780
Ince Emily Apr. 26, 1948 626-18-0103 Powers Emily Apr. 26, 1948 626-18-0103
McLean Nicola Dec. 28, 2012 257-05-3300 McLean Nicola Dec. 28, 2012 257-05-3300
McGrath Dave 13-May-82 574-82-7077 McGrath, Jr. David 13-May-82 574-82-7077
MacDonald Zoe Sep. 11, 1990 493-62-3234 McDonald Zoe Sep. 11, 1990 493-62-3234
Clarkson Ian Sep. 3, 2011 400-41-3188 Clarkson Ian Sep. 3, 2011 400-41-3188
Paterson Sean Oct. 19, 2009 661-22-1086 Paterson Sean Oct. 19, 2009 661-22-1068
Avery Max Sep. 30, 2015 765-07-3436 Avery Max Sep. 30, 2015 765-07-3436
William Thomas Oct. 5, 1938 266-09-6964 Thomas William Oct. 5, 1938 461-02-6980
Fraser Hannah Oct. 10, 1948 548-44-5361

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