CHAA study materials
CHAA study resources

Two Patients, One Chart

CHAA · Put your knowledge to work in context.

All case studies

Two Patients, One Chart

A man presents with a photo ID reading "Robert A. Chen," date of birth 03/14/1972, and a current address in another state. A name-and-DOB search returns two existing records: "Robert Chen," MRN 0041822, DOB 03/14/1972, last seen five years ago with a prior address in the state he says he moved from; and "Bob Chen," MRN 0056710, DOB 03/14/1972, seen twice in the past year at this same facility. Neither record has a photo on file. The patient says, "I don't know which one is me, I just moved back." The clinic is double-booked and the provider is asking for the chart now. There is a lab order waiting to be placed.

1. Should the registrar create a new record, select one of the existing records, or do something else? Explain the risk in each path.

Read the worked answer

Neither create nor guess - verify first, with a defined fallback.

Risk of creating a new record: it guarantees a duplicate, splits the medical history, and can orphan existing orders and results. Duplicates are also the raw material for wrong-patient errors later.

Risk of selecting a record by name and DOB alone: name and DOB are two identifiers but they are weak identifiers in the presence of an exact match like this - common names, twins, and family members sharing a birth date all defeat them. 'Bob Chen' with the same DOB in the same facility is a genuine ambiguity, not a formatting quirk. Choosing wrong means placing a lab order on another person's chart - a wrong-patient event that can lead to results being filed to the wrong person and clinical decisions made on someone else's data.

Do this instead:

  1. Use independent, record-level identifiers: full middle name, prior address on the old record, phone number, insurance member ID, prior MRN if the patient has one, and the last four of the SSN if policy permits.
  2. Ask the patient a verification question that only the true record holder could answer - for example, the name of the provider he saw at the prior address.
  3. Match the insurance card to the record, since the plan and member ID often resolve which chart is active.

If the ambiguity cannot be resolved before the visit, register under a new MRN with a 'possible duplicate - do not merge' flag and notify HIM, rather than leaving the patient unregistered or placing an order on a guessed chart.

2. The provider insists on ordering the lab now. What should the associate do, and what follow-up must occur afterward?

Read the worked answer

The provider's need is legitimate - the order cannot hang - but the identity question cannot be settled by urgency.

Short term: place the order only on an account that has been positively verified with a third identifier, or on the newly created flagged MRN. Tell the provider plainly what is and is not confirmed: "The chart is not verified against an existing record yet; the order is going on the account verified with his photo ID and insurance card, and HIM is reviewing the possible duplicate." Do not merge records to satisfy the request. Merges are irreversible in many systems and are an HIM function requiring documented verification, not a front-desk workaround.

After the visit:

  • Refer both candidate MRNs and the new account to HIM for a formal duplicate review with the evidence collected (ID, insurance, prior address, provider name).
  • Check whether any orders, results, or encounters landed on the wrong chart during the visit; if so, that is a potential wrong-patient event and must go through the facility's safety reporting process, not just a chart correction.
  • Document the identifiers used and the time of verification in the account notes.

Pattern note: two records with the same DOB at the same facility suggests a registration search-method problem - for example, staff bypassing the MPI search or the search algorithm weighting name over DOB. That belongs in a report to the access manager, because fixing one chart does not fix the next one.