Patient record matching - how it works Follow

Standard patient matching

A standard patient match is an exact match for all three:

  • First name
  • Last name
  • Date of birth

Some integrations might only have standard patient matching because we're limited in the access to the program or database, or because we haven't added the functionality yet.


Advanced patient matching

HealthEngine relies on a seamless flow of data between the patient and the practice, with automated processes to make it run smoothly. For this reason we've built a very robust patient matching system that tries to match/search for patients with different spelling, slightly incorrect spelling, shortened names, e.g. Christopher > Chris, or Robert > Bob, synonyms, soundex (sounds like ...), Levenshtein matching, and others.


Some practice management software (PMS) have their own patient matching, and we can only pass in the details through the API and hope for the best match. The majority of the time it works ok, but it means we don't get to use our very robust patient matching system to be more certain that it's matched the correct patient.

Advanced patient matching is currently available with:

  • Best Practice
  • Pracsoft
  • Zedmed
  • Dental 4 Windows
  • Pracnet
  • PPMP
  • Front Desk
  • Optomate Touch 

When it doesn't match a patient

HealthEngine can disable the option to create a new patient file if there's no match (patient create). By default, patient files are created; the Appointment Connector will automatically create one when there's no match.

Please note that, in the instance where there are multiple matches, there will be no patient file created.

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