Getting Started with Patient Identity

Account setup, navigating the user interface, task stewardship, and more.

  • Getting Started with Patient Identity

    For an overview on the Universal Identity platform, see the following video: To learn more about the stewardship interface, see Navigating the Patient User Interface.

  • How Data is Standardized

    Attribute data values are standardized or normalized both to remove invalid values and to ensure consistent format for use in matching algorithm decisions. The Universal Identity platform standardizes incoming data values on both web service requests an...

  • How Data Stewardship Tasks are Evaluated and Categorized

    For each add or update of a source record, Universal Identity assesses whether or not a data stewardship task should be created. A data stewardship task is a manual review item that can be viewed and acted upon in the Universal Identity user interface. ...

  • Potential Match Tasks Created With Score of 0.8 and Above

    The following are the scenarios where a task with a score above 0.8 would be created. Incoming and Existing Identities Match the Same Reference Document If the score of incoming identity + referential data compared to existing identity is greater than 0...

  • Identity Overlay Detection and Prevention

    When the postIdentity web service is used to submit an update for a Source + Native ID combination that already exists in Universal Identity, Verato compares the updated core attribute values against the existing/previous core attribute values to detect...

  • How Match Scores Work

    The match score is determined by Verato’s matching algorithm, which: Evaluates the similarity of each search result against the search input criteria. Assigns a match score (see below) between 0.0 and 1.0 , which indicates the level of similarity betwe...

  • Understanding Patient Attributes and Attribute Clusters 

    Each source record you provide to Universal Identity, and each reference identity in the Reference Database, is comprised of multiple demographic data values. These values are known as Attributes. Some attribute values are logically grouped together int...

  • Using Smart Views for Patients

    Verato Smart Views present a single "best" view of a user's identity composed using core, extended, and custom attributes. Organizations can create many different Smart Views, each suited to the needs of a specific audience or application. Organizations...

  • How Verato Generates Notification Messages

    ImportantThe override overlay feature is only available as of September 2022 user interface update. Contact Verato Support to get the new user interface update. Universal Identity will generate a notification message for one of the following reasons: ...

  • Task Types Quick Reference

    Potential Match - Same Source If multiple source records from the same source are posted over time with similar demographic data values that do NOT automatically match and link together via Verato’s matching algorithm, Universal Identity marks them as a...