The CHR can detect potential duplicate patient charts based on Identification, Date of birth, Sex, First Name and Last Name criteria. When a possible duplicate is detected, a Potential duplicate indicator appears in the patient chart header to alert you.
Each potential duplicate is assigned a confidence rating (high, medium, or low) based on how many of these criteria match between the two patient records.
Steps
1. In the patient chart header, click the Potential duplicate indicator to see the list of potential duplicate patient charts and their match confidence ratings.
2. Review the potential matches to determine if they are the same patient.
💡 Tip: To view the criteria the patient is matched on, hover your cursor over the match rating.
3. If the charts are for the same patient, you can merge them. Refer to Merging patient charts.
📌 Note: You can control which duplicate matches you want to be notified about. In Settings > Patient > Additional Settings, under Duplicate Detection Sensitivity, select from three confidence levels:
High Confidence Only (default setting) - Shows the indicator only when patients match on Identification and any three criteria (Date of birth, First name, Last name, Sex)
Medium Confidence or Higher - Shows the indicator when patients match on Identification and any two criteria, or all four criteria without Identification.
Low Confidence or Higher - Shows the indicator when patients match on Identification and one other criterion, or any three criteria without Identification.
Lower thresholds will show more potential matches reducing missed duplicates but increasing false positives. Higher thresholds show only the strongest matches, therefore fewer alerts, but may miss some duplicates.
Created April 1, 2026