Patient Record Matching via Entity Profile Verification

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Solution Overview

Problem

Current healthcare systems face challenges in accurately matching patient records across different providers and insurers due to the lack of a unique patient identifier, leading to risks of incorrect clinical decisions and inappropriate exposure of private health information.

Innovation Solution

A method and system for monitoring a stream of messages from multiple sources of medical records to identify new or updated records, and using a person entity profile to determine whether suspect records match, allowing for merging or splitting of records to ensure accurate patient identity.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If patient records are matched using multiple data sources without a unique identifier, then more records can be associated with patients, but the risk of overmatching increases leading to incorrect clinical decisions and privacy exposure

Engineering Contradiction:
Improverecord matching completenessVSAvoidmatching accuracy
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The system changes the parameters used for matching by incorporating multiple data points (name, date of birth, gender, address, phone number, insurance information) and their variations over time, rather than relying on a single identifier. This allows comprehensive matching while maintaining accuracy through multi-parameter verification

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The system introduces an intermediary matching process that acts as a mediator between multiple data sources and the final patient record association. This intermediary layer applies sophisticated algorithms to evaluate potential matches against multiple criteria before confirming associations, preventing both overmatching and undermatching

Inventive Principle:
Principle #24Intermediary (Mediator)

2Object-affected harmful factors

If patient records are matched conservatively to avoid overmatching, then privacy is protected, but undermatching occurs causing clinical decisions to miss relevant information

Engineering Contradiction:
Improveprivacy exposure riskVSAvoidclinical information completeness
Core Design Contradiction:
Object-affected harmful factorsVSLoss of information

Solution Approach 1:

The system dynamically adjusts matching sensitivity based on the confidence level of matches and the specific clinical context. Rather than using a fixed conservative threshold, the system can adaptively increase or decrease matching stringency depending on the quality of available data and the potential clinical impact, ensuring both privacy protection and information completeness

Inventive Principle:
Principle #15Dynamics

3Ease of operation

If traditional matching methods are used without considering data variations over time, then the system is simpler to operate, but matching accuracy decreases due to typographical errors and demographic changes

Engineering Contradiction:
Improvesystem complexityVSAvoidpatient identification accuracy
Core Design Contradiction:
Ease of operationVSMeasurement precision

Solution Approach 1:

The system performs preliminary actions by collecting and storing historical patient data including name changes, address changes, phone number changes, and insurance changes over time. This pre-established historical context allows the matching algorithm to account for legitimate variations and reduce false mismatches due to demographic changes or typographical errors

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS20250166751A1Systems and methods for patient record matching
Publication Date: 2025.05.22 EXPRESS SCRIPTS STRATEGIC DEVELOPMENT INC
  • US20250166751A1 patent drawing
  • US20250166751A1 patent drawing
  • US20250166751A1 patent drawing

AI summary

A system and method may monitor a stream of messages from plural different sources of medical records to identify a new or updated record of the medical records, identifying one or more suspect records from a system of record (SOR) database. The one or more suspect records are identified as being potential matches to the new or updated record that is identified. The system and method can determine that the one or more suspect records match the new or updated record, and can obtain a person entity profile related to the new or updated record from a person entity database. The system and method can merge the new or updated record with the one or more suspect records or splitting the new or updated record from the one or more suspect records based on the person entity profile that is obtained.