Managing eForm Patient Conflicts


When an eForm is submitted, the system will check a set of details between patients to either match with an existing patient or create a new file. When the system cannot determine if the patient should be matched or created as new, it generates a conflict.

When viewing completed forms, a conflict icon mceclip0.png will appear next to their name to signify the conflict should be resolved. 


Field Matching

The following fields are checked to find a match or create a new patient.

  • First Name,

  • Surname,

  • DOB,

  • Mobile Number, and 

  • E-mail


Conflict Reasons

In some instances, patients could use different information to complete their eServices profile than the information within D4W/PSS; or, a patient’s First Name could have been misspelled in D4W/PSS but spelled correctly in eServices.

Therefore, a combination of matching the fields above between eServices and D4W/PSS will be used to determine if the patient is New, Existing or has Potential Matches.


Resolving Conflicts

  1. From anywhere in D4W/PSS, Go To menu > View Completed Patient Forms

    1. Date: Select the date range to view completed forms for

    2. Double click on the patient with the conflict mceclip0.png

      1. View the Possible Record Matches

      2. If the possible matches are not this patient, click Create a new patient

      3. If a possible match is this patient, highlight it and click Assign to existing patient

      4. Click Exit once resolved

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