Medical Office Assistant · Administrative Procedures and Office Management

Patient Matching and Duplicate-Record Prevention

On this page 3 sections
  1. Quick check
  2. Study tools
  3. Sources & references

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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Practice all 85

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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.

Sources & references

  1. Office of the National Coordinator for Health IT — Privacy, Security, and HIPAA
  2. U.S. Department of Health and Human Services — Health Information Privacy (HIPAA)
  3. U.S. Department of Health and Human Services — Summary of the HIPAA Privacy Rule

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