Linking
Linking is the action that connects Medical Passport to your scheduling feed. Linking benefits you by delivering the cleanest lists, reports and experience within the One Medical Passport Solution Suite. Linking can be done in two ways—Auto Linking or Manual Linking.
Auto linking is referring to the algorithm that One Medical Passport performs automatically when a new medical passport is completed. It uses a series of parameters to check if the medical passport can be matched to a patient from your scheduling feed.
The rules for auto linking are the following:
- similar patient last name—it doesn’t have to be exact—
- date of birth,
- if the facility matches,
- if the medical passport is complete,
- and if the date of surgery is within seven days.
If your facility routinely performs cases for the same patients within a 7-day period, please let your Customer Success Manager know so that we can reduce this timeframe in order to increase the number of auto-linked patients.
If there happens to be more than one match using the first set of rules, additional rules will be followed in order to increase the chance of a match. They include a similar last name, date of birth, a similar city to the booking or zip code or home/cellphone number. It will check all details including if the sex matches, if the facility matches, the Medical Passport is complete, and the date of surgery is within 7 days. If one match is found, then the medical passport will automatically be linked to the booking.
You can identify which patients have been auto-linked by the “Linked MP/OR Schedule” indicator right here. So James Allen has automatically been linked.
If the indicator says “Medical Passport” that means that there could potentially be more than one option and you may need to manually link the medical Passport. So I’m going to select Anna Testing, and I am going to hover my mouse over ‘More’ and select ‘Link’.
If there is a strong possibility of a match, you can see potential matches here, but also take a look at your additional possible matches.
The additional matches will tell you things like name, date of birth, date of service, case numbers and MRNs. You can refer to the Medical Passport detail that is provided at the top and you can compare the two. So I’m confident that this is the same patient because the first name’s spelled the same and the date of birth matches. So I’m going to click link to the right of the patient’s name, and then click “save”. And now we have a linked medical passport.
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