PCC Directions: https://www29.pointclickcare.com/help/online/en/SNF/en/matching-and-unmatching-integrated-results.html
Lab - Integrated - Unmatched Laboratory Results
Sometimes when laboratory results are transmitted, there can be discrepancies in the record which prevent the match of inbound information from the laboratory with the correct resident in the facility (i.e., incorrect SSN on lab record). You can view and match these records to the appropriate resident's medical record. In addition, it is also possible that results are delivered which have no match in your database (wrong resident). In this instance, you can mark them as Unmatched in your database.
Procedure
1. The unmatched laboratory results appear. The resulting view includes:
• Resident name.
• Date/Time Failed - indicating when the results were delivered but the match failed.
• Number of Results in the report.
• Type.
2. Click match to the left of the resident name.
3. A pop-up appears with the laboratory's resident information at the top and any potential resident matches listed below.
4. To match the inbound laboratory result with the selected resident, select the radio button to the left of the resident name and then click the Same Resident button at the bottom of the screen. The laboratory report is moved to the resident's chart under the results tab.
• Be careful when matching Unmatched Laboratory Results. After they are matched they cannot be Unmatched and must be struck out if incorrect but remains on the incorrect residents chart.
5. If a lab result is delivered to the facility in error and no match can be found for the name, use the No Match Found button to remove the results from the list.
Hints & Tips
• As best practice the Lab/RX Results dashboard should be reviewed Q Shift.
• As best practice, the unmatched dashboard display filter, for the Failed Date, should be set to “Before” and “Today's Date”. This way you can see all the results that are on the unmatched dashboard.
• Items used for matching a result to a resident are:
o Residents first name.
o Residents last name.
o Resident number (PCC number).
o Date of birth.
o Gender.
o SSN (USA) /SIN (Canada).
o Facility Name (in full).
o Org Code.
o Organization Name.
o Confirmation Number.
• To review a list of unmatched records, select '+Display Filters' and check 'Show records resolved as "No Match" , then click Refresh.
Radiology - Integrated - Unmatched Radiology Results
Sometimes when radiology results are transmitted, there may be discrepancies in the record which prevent the match of inbound information from the radiology provider with the correct resident in the facility (i.e., incorrect SSN on radiology record). You can view and match them to the appropriate resident's medical record. In addition, it is also possible that results are delivered which have no match in your database (wrong resident). In this case, you can mark them as 'Unmatched' in your database.
Procedure
1. Facility > Clinical > Care Management > Lab/RX Results.
2. The unmatched radiology results appear. The resulting view includes:
• Resident name.
• Date/Time Failed - indicating when the results were delivered but the match failed.
• Number of Results in the report.
• Type.
3. Click match to the left of the resident name. A pop-up appears with the laboratory's resident information at the top and any potential resident matches listed below.
4. To match the inbound radiology result with the selected resident, select the radio button to the left of the resident name and then click the Same Resident button at the bottom of the screen. The radiology report is moved to the resident's chart under the Results tab.
Be careful when matching Unmatched Radiology Results. After they are matched, they cannot be unmatched and must be struck out if incorrect but remain on the incorrect residents chart.
5. If a radiology report is delivered to the facility in error and no match can be found for the name, click the No Match Found button to remove the results from the list.
Hints & Tips
• To review a list of unmatched records, select +Display Filters and check Show records resolved as "No Match" then click Refresh.
• Items to match a result to a resident are:
o Resident’s first name.
o Residents last name.
o Resident number (PCC number).
o Date of birth.
o Gender.
o SSN.
o Facility Name (in full).
o Org Code.
o Organization Name.
o Confirmation Number.