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When creating a patient through the UI (‘Add patient’ form in PKB) PKB looks for existing records by checking in the following order :
National Identifier
Organisational Identifier or Team Identifier
See How to create a new patient record to see the workflow in each of these situations.
All other demographic data will be ignored and no updates will be done for mismatches (including email address).
All demographic data will be ignored and no demographic updates will be done for mismatches (including email address).
We will check for other patients in the same organisation who have the same last name and DOB. We display these to the user and ask them to confirm that they still want to create the patient.
For example, you have a patient record with a National or Organisation ID saved in your Organisation. You are trying to create a new patient record using their email address, DOB and last name and they match the record saved with a National or Organisation ID. The following message will prompt you to check if you wish to create a new record or use the existing one.
PKB matches using the same algorithm as above. National, Organisational or Team identifier is mandatory during bulk csv upload so email address match does not apply here. Matching outcomes are fed back in the csv outcome report see How do I bulk create new patient records? for details
Matching rules can be found on our development pages here