Week 3: Exchanging Information and Using It In a Meaningful Way

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Patient Identification and Matching Assignment


  1. You are to review the attached excerpt of 15 patients from a Master Patient Index. Click to make a copy of the Master Patient Index file.


  1. The MPI on the left is data from your hospital, the MPI on the right is from your affiliated physician group practice.  You have been tasked with merging these two MPIs.


  1. Your first responsibility is to review the two data sets. Identify the discrepancies between the two sets of data.  Enter your observations in the comment column of the excel file and upload the file.  Name your file MPI.lastname.firstname


  1. Consider formatting, content, accuracy and integrity of the data. How should the fields be formatted to ensure data points can be merged and that you are merging the same patients?   How do you determine if they are one in the same?   What are some other matching points that you would need to ensure they are the same patient?    What other errors/issues did you discover in the data? 


  1. Assume you are heading up a task force responsible for creating a policy and procedure for patient identification and matching.


You are to create this policy and procedure that will include the categories of data you will collect for the MPI, and 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. You can either embed the file in the excel document, or you can upload a separate word file for this section.


There are numerous examples of policy formats on the internet.  Set up the information as a formal policy statement that includes, at a minimum, the following sections:

    1. Title of policy
    2. Policy Statement
    3. Purpose of Policy
    4. Procedural Steps which will include the categories of data, formatting of data, unavailable information, and accuracy of information





Assignment: Patient Identification and Matching

Assignment Click for more options
Weekly Learning Objective: Develop policies for health information exchange. (III.G.1)

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. 

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.
Access the Patient Identification and Matching document for the details/requirements in order to successfully
complete the assignment. 

Access the following video that describes embedding Word and Excel files into one file that will be helpful for this
and future assignments:

Embedding Word, Excel & PPT Files    

Note: Review the grading criteria in the rubric below prior to completing and submitting your assignment.

Assignment Rubric
Due by Day 7, 11:59pm ET. 
Submit in Assignments via the left-hand navigation menu.


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