SETTING MATCHING CRITERIA

n Click the Administration tab.
n Click the Settings tab.
n Under System Settings, click on Set Matching Criteria.
n Change matching criteria settings.
n Click the Change or Add button.


PracticeBuilder attempts to match orders to incoming imaging studies, current studies to prior studies, and other object pairs.  The rules used to determine which two objects belong together are defined on the Matching Criteria page.  The link to the Matching Criteria page is located under the System Settings section of the Settings page.  Click on the Set Matching Criteria link to set the criteria.  The Matching Criteria page consists of the following sections:

Default Sources Table: Specifies the source of the default data value used when merging an order and images.  Select the source and set by clicking Change.

Autocorrection Matching Criteria: Defines the fields that must match in both the order and image object in order for the system to automatically merge the two.

Correction List Criteria: Defines the criteria used to build the matching studies list on the correction page.  The study list is sorted as defined here, so put the most likely set of matching fields at the top of the list.

Relevant Cases List Criteria: Defines the matching pattern for searching the archive for prior studies that match the current study.