// East Quabbin Health — Identity & Record Matching // Explains the identity model (EQH resident.id ↔ FHIR Patient.id ↔ Epic MRN) // and gives coordinators a dedup / merge queue + match-rules config. // ─── Mock data ─────────────────────────────────────────────────────── // Pending duplicate review queue (probable matches inside EQH itself) const ID_DEDUP_QUEUE = [ { id: 'dup-001', confidence: 94, status: 'pending', reasons: ['Same DOB', 'Same last name', 'Same phone', 'Address 0.8mi apart'], foundAt: '2026-04-23T09:12:00', trigger: 'New intake at Petersham library (Sarah K.)', a: { id: 'r001', first: 'Margaret', last: 'Whitcomb', dob: '04/12/1953', phone: '(978) 555-0142', address: '47 Brook Rd, Petersham, MA 01366', created: '2025-11-14', fhirId: 'epic-Patient-a8f291', mrn: 'UMM-2841097', source: 'CHW home visit' }, b: { id: 'r-new', first: 'Maggie', last: 'Whitcomb', dob: '04/12/1953', phone: '(978) 555-0142', address: '47 Brook Road, Petersham MA', created: '2026-04-23', fhirId: null, mrn: null, source: 'Library signup kiosk' }, }, { id: 'dup-002', confidence: 78, status: 'pending', reasons: ['Same DOB', 'Same first name', 'Same town', 'Different last name (née?)'], foundAt: '2026-04-22T14:33:00', trigger: 'Cohort analyst (Marcus D.)', a: { id: 'r003', first: 'Rosa', last: 'Mendoza', dob: '08/22/1971', phone: '(978) 555-0203', address: '88 Main St Apt 2, Barre, MA 01005', created: '2024-06-02', fhirId: 'epic-Patient-c4d812', mrn: 'UMM-5829104', source: 'Health fair' }, b: { id: 'r-new-2', first: 'Rosa', last: 'Mendoza-Ruiz', dob: '08/22/1971', phone: '(413) 555-8821', address: '88 Main Street #2, Barre', created: '2026-03-18', fhirId: 'epic-Patient-f22a09', mrn: 'UMM-6104772', source: 'Self-serve online' }, }, { id: 'dup-003', confidence: 62, status: 'pending', reasons: ['Same last name', 'Same town', 'DOB 1 year apart', 'Phone differs'], foundAt: '2026-04-21T11:05:00', trigger: 'Automated nightly scan', a: { id: 'r017', first: 'Stanley', last: 'Beauchamp', dob: '03/02/1937', phone: '(978) 555-1683', address: 'Main St, Hubbardston', created: '2024-09-11', fhirId: 'epic-Patient-11bb40', mrn: 'UMM-9382016', source: 'CHW home visit' }, b: { id: 'r-new-3', first: 'Stan', last: 'Beauchamp', dob: '03/02/1938', phone: '(978) 555-4419', address: '22 Oak Ln, Hubbardston MA', created: '2026-02-08', fhirId: null, mrn: null, source: 'Senior center sign-up' }, }, ]; const ID_MATCH_RULES = [ { field: 'Date of birth', weight: 30, type: 'exact', current: true }, { field: 'Last name', weight: 25, type: 'fuzzy (Jaro-Winkler ≥ 0.85)', current: true }, { field: 'First name', weight: 15, type: 'fuzzy + nickname table (Maggie↔Margaret)', current: true }, { field: 'Phone number', weight: 20, type: 'normalized digits', current: true }, { field: 'Address (street)', weight: 10, type: 'normalized + geocode within 1mi', current: true }, { field: 'Email', weight: 10, type: 'exact (lowercased)', current: true }, { field: 'SSN last 4', weight: 40, type: 'exact', current: false, note: 'Not collected by EQH' }, ]; const ID_STATS = { residents: 247, epicLinked: 189, epicLinkRate: 76, pendingReview: 3, mergedThisMonth: 7, autoMatchedThisMonth: 34, ambiguous: 2, }; // ─── Component ─────────────────────────────────────────────────────── const ChwIdentityPage = () => { const [selected, setSelected] = React.useState(ID_DEDUP_QUEUE[0].id); const [mergePrimary, setMergePrimary] = React.useState('a'); const [showMerge, setShowMerge] = React.useState(false); const [resolved, setResolved] = React.useState({}); // duplicate id -> 'merged' | 'distinct' const dup = ID_DEDUP_QUEUE.find(d => d.id === selected); return (

Identity & record matching

How East Quabbin resident records line up with FHIR Patient.id in Epic — and how we catch duplicates when someone signs up twice.
{/* Stats strip */}
{/* Identity model explainer */} {/* Dedup queue */}
Dedup review queue
Probable duplicates flagged by our matcher. High-confidence merges (≥95) run automatically; anything below lands here.
{ID_DEDUP_QUEUE.filter(d => !resolved[d.id]).length} pending
{ID_DEDUP_QUEUE.map(d => { const r = resolved[d.id]; return (
{ setSelected(d.id); setShowMerge(false); }} style={{ padding: '14px 16px', borderBottom: '1px solid var(--eq-line)', background: selected === d.id ? 'var(--eq-surface-2)' : 'transparent', cursor: 'pointer', borderLeft: selected === d.id ? '3px solid var(--eq-sage-deep)' : '3px solid transparent', }}>
{d.a.first} {d.a.last} · DOB {d.a.dob}
{d.confidence}%
{r === 'merged' ? '✓ Merged' : r === 'distinct' ? '◦ Kept separate' : d.reasons[0]}
); })}
{dup && (
{resolved[dup.id] ? ( setResolved(r => { const n = {...r}; delete n[dup.id]; return n; })} /> ) : showMerge ? ( setShowMerge(false)} onComplete={() => { setResolved(r => ({ ...r, [dup.id]: 'merged' })); setShowMerge(false); }} /> ) : ( setShowMerge(true)} onDistinct={() => setResolved(r => ({ ...r, [dup.id]: 'distinct' }))} /> )}
)}
{/* Match rules config */} {/* Future-signup scenario */}
); }; // ─── Identity model explainer ───────────────────────────────────────── const IdModelCard = () => (
How we identify a resident
Every resident has one canonical EQH id. External systems (Epic, MassHealth, etc.) each contribute their own identifier as an alias. We never overwrite the canonical record — we add identifiers to it.
Stored shape on a linked resident
{'{'}
id: "r001",
firstName: "Margaret", lastName: "Whitcomb",
identifiers: [
{'{ system: "urn:epic:UMMemorial", value: "UMM-2841097", use: "official" },'}
{'{ system: "urn:ietf:rfc:3986", value: "epic-Patient-a8f291", use: "fhir" },'}
{'{ system: "urn:masshealth", value: "MH-44718023", use: "secondary" }'}
],
matchConfidence: 98, matchedAt: "2025-11-14",
mergedFrom: []
{'}'}
); const IdCol = ({ color, bg, label, id, sample, kind, rules }) => (
{label}
{id}
e.g. {sample}
{kind}
); // ─── Stat cell ───────────────────────────────────────────────────── const IdStat = ({ label, value, sub, tone }) => { const tones = { epic: { color: '#C8102E', bg: 'color-mix(in srgb, #C8102E 8%, var(--eq-surface))' }, warn: { color: 'var(--eq-warn)', bg: 'color-mix(in srgb, var(--eq-warn) 10%, var(--eq-surface))' }, ok: { color: 'var(--eq-sage-deep)', bg: 'color-mix(in srgb, var(--eq-sage) 14%, var(--eq-surface))' }, }; const s = tones[tone] || { color: 'var(--eq-ink)', bg: 'var(--eq-surface)' }; return (
{label}
{value}
{sub &&
{sub}
}
); }; // ─── Confidence meter ──────────────────────────────────────────── const ConfidenceBar = ({ value }) => (
); const confColor = (v) => v >= 90 ? 'var(--eq-sage-deep)' : v >= 75 ? '#b8860b' : 'var(--eq-warn)'; // ─── Side-by-side compare ───────────────────────────────────────── const IdCompare = ({ dup, onMerge, onDistinct }) => { const fields = [ { k: 'first', l: 'First name' }, { k: 'last', l: 'Last name' }, { k: 'dob', l: 'Date of birth' }, { k: 'phone', l: 'Phone' }, { k: 'address', l: 'Address' }, { k: 'source', l: 'Source' }, { k: 'created', l: 'Created' }, { k: 'fhirId', l: 'FHIR Patient.id', mono: true }, { k: 'mrn', l: 'Epic MRN', mono: true }, ]; return ( <>
Why flagged
{dup.reasons.map((r, i) => ( {r} ))}
Flagged {formatRelTime(dup.foundAt)} · {dup.trigger}
Existing · {dup.a.id}
New signup · {dup.b.id}
{fields.map((f, i) => { const av = dup.a[f.k], bv = dup.b[f.k]; const same = av === bv; return (
0 ? '1px solid var(--eq-line)' : 'none', fontSize: 12, fontWeight: 600, color: 'var(--eq-ink-2)' }}>{f.l}
0 ? '1px solid var(--eq-line)' : 'none', fontSize: 13, fontFamily: f.mono ? 'var(--eq-mono, monospace)' : 'inherit' }}>{av || —}
0 ? '1px solid var(--eq-line)' : 'none', fontSize: 13, fontFamily: f.mono ? 'var(--eq-mono, monospace)' : 'inherit', background: same ? 'transparent' : 'color-mix(in srgb, var(--eq-warn) 9%, transparent)', fontWeight: same ? 400 : 600 }}> {bv || —}
); })}
); }; // ─── Merge wizard ───────────────────────────────────────────────── const IdMergeWizard = ({ dup, primary, setPrimary, onCancel, onComplete }) => { const p = dup[primary]; const s = dup[primary === 'a' ? 'b' : 'a']; const [picks, setPicks] = React.useState({}); const [note, setNote] = React.useState(''); const conflictFields = ['first', 'last', 'phone', 'address'].filter(k => dup.a[k] !== dup.b[k]); return ( <>
Merge records
One resident survives with all identifiers and history. The other id is archived with a redirect.
1. Primary record (survives)
{['a', 'b'].map(k => { const r = dup[k]; const sel = primary === k; return ( ); })}
{conflictFields.length > 0 && (
2. Resolve conflicts
{conflictFields.map((k, i) => { const chosen = picks[k] || primary; return (
0 ? '1px solid var(--eq-line)' : 'none' }}>
{k === 'first' ? 'First name' : k === 'last' ? 'Last name' : k === 'phone' ? 'Phone' : 'Address'}
{['a', 'b'].map(side => ( ))}
); })}
Both records\u2019 identifiers (FHIR Patient.id, MRN, MassHealth) are kept on the survivor.
)}
{conflictFields.length > 0 ? '3' : '2'}. Merge note (for audit log)