Medical Office Assistant · Administrative Procedures and Office Management
Patient Matching and Duplicate-Record Prevention

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Quick check
5 questions here, of 85 in this lesson’s practice set. Answers stay hidden until you check.
Question 1 of 5foundational
Which statement best describes patient matching in a medical office?
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Question 2 of 5foundational
A medical office assistant should confirm a patient's identity using at least how many patient identifiers?
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Question 3 of 5foundational
Which of the following should NOT be used as a patient identifier when confirming identity?
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Question 4 of 5foundational
A patient walks up to the desk and says their name is Maria Garcia. To follow two-identifier verification, what should the assistant do?
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Question 5 of 5foundational
A duplicate record is created in an EHR most commonly because of which situation?
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Study tools & related lessonsYou’ll learn to · Related
You’ll learn to
- Describe patient matching and explain why linking each patient to a single correct record is essential.
- Apply two-identifier verification to confirm patient identity before accessing, disclosing, or changing records.
- Prevent duplicate records through thorough searching, accurate data entry, and controlled merge procedures.
- Explain why duplicate and mismatched records harm patient safety and privacy, and how matching supports HIPAA safeguards.
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