This document is intended to serve as the Guidelines for pilot testing of a Data Management Maturity Model (DMM) to be implemented in a healthcare setting to improve linking and matching patient healthcare records for individual data matching. These guidelines were developed by Venesco, LLC, as part of the deliverables for its ONC Community of Practice contract #14-233-SOL-00533. Its content was determined by Venesco, in close collaboration with the members of the Patient Matching Community of Practice (CoP), who provided the realworld insights that informed this document. There are two primary objectives for the pilot: 1) to validate that a duplicate rate measure is a universal industry measure that can be used to assess the accuracy of matching and linking patient records within (and ultimately between) care settings, and 2) to validate that the use of the DMM sm contributes directly to the reduction of the rate of duplicate records created in a care setting.

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