WHIMA Patient Identity Workshop
Live & Recorded Virtual Event
Overview
Julie Pursley
In an era where artificial intelligence (AI) increasingly shapes healthcare processes, maintaining accurate patient identity management is essential for quality care and safety. This session provides a comprehensive approach to integrating AI and human oversight within an AI Governance Framework, exploring the nuances of patient identification and matching through advanced algorithms and human intervention. Participants will gain insight into how deterministic, rules-based, and probabilistic algorithms function within enterprise master person index (EMPI) systems, and why Human-in-the-Loop (HITL) strategies are critical for error reduction. Through a focus on practical applications and data validation tools, attendees will learn actionable strategies to improve data quality, mitigate risks, and optimize AI integration in healthcare settings.
Learning Objectives:
- Recognize the importance of Human-in-the-Loop (HITL) review in AI-driven patient identification and how human oversight mitigates risks to patient safety and data quality.
- Develop a comprehensive AI Governance Framework that combines Caring Algorithms and human oversight to ensure ethical, reliable, and effective use of AI in patient data management.
- Understand the primary types of matching algorithms (deterministic, rules-based, probabilistic) used in patient identity management and the unique strengths and limitations of each.
- Apply tools and frameworks for validating patient identity data, including third-party demographic validation and AI governance strategies.
1.0 – Data Structure, Content, and Information Governance; Evolving Topics
Mackenzie Higgins, RHIA
Mergers and acquisitions (M&A) in healthcare present challenges affecting patient care, compliance, and operations. This presentation explores best practices for managing the Master Patient/Person Index during M&A data conversion activities including pre-conversion planning, testing, go-live strategies, and ongoing maintenance.
In addition to best practices, the presentation will cover national efforts to improve patient matching and MPI management. Attendees will learn how to identify potential data integrity issues, implement proactive solutions, and leverage industry standards like the AHIMA Naming Policy and Project US@ to ensure accurate and efficient data integration during M&A.
Learning Objectives
- Identify common patient identity challenges that arise during healthcare mergers and acquisitions, and explain their impact on data integrity, compliance, and patient care.
- Apply best practices for pre-conversion planning, data testing, and go-live execution to support accurate MPI management during M&A transitions.
- Evaluate strategies for maintaining MPI accuracy post-go-live, including ongoing monitoring and remediation of duplicate or overlaid records.
- Describe national initiatives and standards—such as Project US@ and the AHIMA Naming Policy—and their role in improving patient matching and interoperability.
- Develop proactive approaches to detect and resolve potential data integrity issues before they affect downstream systems and operations.
1.0 – Data Structure, Content, and Information Governance; Organizational Management and Leadership
Course Info
Published Date
June 2025
Total CEs
Up to 2.0
Domain(s)
Data Structure, Content and Information Governance
Evolving Topics
Organizational Management and Leadership
Pricing
Bundle Pricing
WHIMA Member
$35
Non-Member
$45
Individual Session Pricing
WHIMA Member
$20
Non-Member
$25
WHIMA Member – an AHIMA dues-paying member who has selected Wisconsin as their Component Association (CA)
Non-Member – includes AHIMA dues-paying members from other AHIMA Component Associations (CA) as well as AHIMA Credentialed Non-Members
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Speakers
Additional Information
AHIMA
This educational offering has been approved for continuing education credit for use in fulfilling the continued education requirements of the American Health Information Management Association (AHIMA).
AAPC
CEUs are accepted from programs sponsored by AHIMA national offices and the state or regional AHIMA branches. One hour of instruction is worth one CEU. A certificate of attendance or completion is necessary to show participation.
ACDIS
AHIMA CEUs that are CDI-related are accepted.
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Access instructions for the course will be emailed to you within 2 business days following receipt of payment.
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You must click on the button labeled “Mark Complete” at the bottom of each course page before the CE will appear on the My Certificates page.
- For on-demand events, access instructions for the course will be emailed to you within 2 business days following receipt of payment.
- You will have 60 days to access the course. If your course has expired, and you need an extension, please contact us.
- You must click on the button labeled “Mark Complete” at the bottom of each course page before the CE will appear on the My Certificates page.
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Course Content

Course Includes
- 5 Lessons
- Course Certificate

