Smart Patient Matching

Clinic & OPD

Smart Patient Matching

Smart Patient Matching compares active patient records and highlights pairs that might belong to the same person.

Smart Patient Matching illustration

What this page does

This can help staff find duplicate records and keep a patient’s information and history together.

Tip:If the page shows 0 potential duplicates, no pairs met the current matching threshold. It does not prove that no duplicates exist.

How to find this page

  1. 1

    Sign in to EliteHMS

  2. 2

    In the left menu, select Deduplication

Deduplication option in the left menu
Deduplication in the left menu

What the page shows

  • Potential duplicates found: The number of patient pairs that match the current threshold.
  • High confidence: Pairs with a strong match score.
  • Sensitivity Threshold: Controls how similar records must be before they appear.
  • All, High, Medium, Low: Filters the results by match confidence.
  • Rescan: Runs the comparison again using the selected threshold.
  • No duplicate patients found: No pairs currently meet the threshold.
Smart Patient Matching summary, threshold slider, and filters
Summary, threshold slider, and filters

The system compares details such as phone number, CNIC, name, age, gender, and city. Each suggested pair includes a score, confidence level, and reasons for the match.

Set the sensitivity threshold

Move the slider from 50% to 90%:

  • A lower threshold (closer to 50%) finds more possible matches, including weaker ones. Review these carefully.
  • A higher threshold (closer to 90%) shows fewer, stronger matches.

Changing the threshold triggers a new scan. Use the confidence filters to focus on High, Medium, or Low results.

Review a possible duplicate

For each pair, compare the information shown for both patients, including their names, patient IDs, phone numbers, age, gender, city, billed totals, and record dates. Read the match reasons and score.

A possible duplicate pair with both patients’ details, score, and reasons
A possible duplicate pair

Warning:A match is only a suggestion. Family members may share a phone number or address, and two different people may have similar names. Confirm the person’s identity and records before merging anything.

Merge records carefully

Select Merge only after confirming that both records belong to the same patient.

  1. 1

    Choose which patient record to Keep

    This record remains active and keeps its patient ID.

  2. 2

    Review the field-by-field comparison

  3. 3

    For a differing field, select Use other if the value from the other record is the correct one

  4. 4

    Check all information, then select Merge Records and confirm

Merge dialog with Keep selection and field-by-field comparison
The merge dialog

When merged, the other patient’s bills, prescriptions, lab tests, appointments, IPD records, vital signs, feedback, insurance claims, radiology studies, broadcast records, and OPD queue records are reassigned to the kept patient. Financial totals are combined.

Note:The other patient record is archived rather than deleted.

Warning:Merging cannot be fully reversed. If you are unsure whether records belong to the same person, cancel and ask an authorized staff member to verify first.

Helpful definitions

  • Potential duplicate: Two records that share enough details to be worth checking.
  • Match score: The system’s estimate of how similar two records are.
  • Confidence: A High, Medium, or Low label based on the match score.
  • Threshold: The minimum score needed for a pair to appear.
  • Merge: Combine the related records under one kept patient record.