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Email addresses aren’t typically used for matching, al-
                                                                                   tients, according to Pew’s Moscovitch. That’s despite the
                                                                                   fact email addresses are one of a few “important data ele-
                                                                                   ments” recent research has suggested could help to “facili-
                              n The ONC stopped short of requiring
                              organizations to use a specific format
                                                                                   tate greater match rates,” Moscovitch said.
                                                                                    And, according to a study published in the Journal of the
                              when collecting patient addresses,
                                                                                   American Medical Informatics Association last year, stan-
                              although many healthcare stakeholders had
                                                                                   dardizing last names and addresses—specifically to the
                              submitted public comments requesting the
                                                                                   format used by the U.S. Postal Service—has proved helpful
                              agency require organizations to use the U.S.
                                                                                   for improving matching sensitivity.
                              Postal Service standard.
                                                                                    After a new medical record is created at Children’s
                                                                                   Health, data integrity specialists manually review each
                                                                                   one to determine if it’s a potential duplicate that needs to
                                To match patients across facilities, UHIN uses probabi-  though most hospitals do collect the information from pa-
                                                                                   be merged with another file, or if it really is a new patient.
                              listic matching algorithms that compare multiple demo-  If a data integrity specialist unearths a problem—a re-
                              graphics, including name, date of birth, gender, address,   cord that’s been erroneously created or merged—“imme-
                              phone number and Social Security number, to determine   diately, the registrar knows that they’ve made a mistake,”
                              the likelihood of two records being from the same patient.   Lusk said, as the data integrity specialist sends the registrar
                              If enough of those items match closely enough, the soft-  feedback on what policies they might have missed.
                              ware will link the two records.                       Children’s Health also shares quarterly reports with a
                                If some of the demographics match, but the system is un-  health information management committee, showing du-
                              sure, it’ll flag the records for additional review.  plicate record rates by department.
                                UHIN runs those possible matches through software
                              that uses external, third-party data—such as information   Quickly alerting registrars
                              from public records—to determine whether to merge two   Hospitals need to set up these feedback loops, so regis-
                              records. This method, called referential matching, works   trars are alerted when they’ve pulled the wrong patient
                              by creating a more comprehensive view of a patient with   record or input a patient’s demographic information incor-
                              information like previous names and addresses.       rectly. That should include training registrars not only on
                                Regularly reviewing those possible matches is important   the technical aspects of their responsibilities, but also on
                              to avoid a long queue of records needing confirmation.  “the importance of what they’re doing,” such as the possi-
                                Still, Johansen stressed that while matching algorithms   ble clinical ramifications if something goes awry, AHIMA’s
                              are important, health systems and HIEs need to ensure   Pursley said.
                              they’re working with high quality and consistent data.  “Show them how to correct it in the future,” Pursley said
                                “You can do so much with an algorithm, but if the source   of acknowledging mistakes. But beyond that, explain how
                              data isn’t clean to start out with then there are limitations   “identifying the patient upfront is a core function to every-
                              on what you can do,” Johansen said.                  thing that we do.”
                                                                                    Another component of Children’s Health’s patient-
                              Back to the basics                                   matching strategy has involved figuring out when standard
                                To get clean source data, it’s not just about the IT un-  demographic data—even if input perfectly—can still trip
                              derpinnings—there’s also a human component that      up some algorithms.
                              demands special training. That’s been key to helping   In the case of a newborn, for example, a hospital will need
                              Children’s Health in Dallas maintain a low duplicate re-  to develop protocols for how to create a medical record for
                              cord rate. The system boasts a duplicate record rate of just   an infant who hasn’t been named yet. There’s also chal-
                              0.1% or 0.2%, according to Katherine Lusk, chief health   lenges that arise with young twins or triplets, since many
                              information management and exchange officer at Chil-  will share the same date of birth, address and phone num-
                              dren’s Health.                                       ber. In those cases, a data integrity specialist might need to
                                “We really focus on data integrity,” Lusk said, which   delve in to the clinical data for assurance that they’re look-
                              means the system gives immediate feedback to registrars   ing at the right patient.
                              when a mistake they’ve made results in a duplicate or erro-  Twins and triplets proved challenging when working
                              neously merged patient record.                       with regional HIEs, Lusk said. HIEs would often try to er-
                                To create a new medical record, registrars at Children’s   roneously merge young siblings with one another, since
                              Health are prompted to input complete legal name and   their patient-matching algorithms and practices were de-
                              address in the format used by the U.S. Postal Service for   veloped for adults—so Children’s Health learned it needed
                              patients, as well as date of birth, gender, race, phone num-  to keep a close eye on those cases and flag patients who are
                              ber and even email address. That information—along with   part of multiple births.
                              previous names and addresses—is the same data used to   “In our very fragile population, oftentimes we have to
                              match patients that visit the system in the future.  look just a little bit deeper,” Lusk said. l
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