Name Not Matching

Handling "Name Not Matching" Errors

These errors occur when a patient has two different names listed in the system, preventing the system from identifying the correct name associated with the referral.

Step-by-Step Instructions

1. Access the Name Discrepancy Sheet
   Open the following spreadsheet to view existing name discrepancies:
   Name Discrepancy Sheet

2. Locate the Referral in ZCC

   • Copy the referral number from the spreadsheet.

   • Paste it into the ZCC system to pull up the patient record.

3. Access Patient Information

   • Once the patient record appears, click on their information tab.

   • On the right-hand side, scroll down to the "Attached Files" section.

4. Review the Referral Form

   • Click on the referral form listed in the attached files.

   • When the document loads, the patient’s legal name will appear at the top.

5. Update the Spreadsheet

   • Add both names to the sheet:

     • The name as it appears in ZCC

     • The legal name shown on the referral form

Important Note

• Some sections of the referral form may contain long notes.

• Ignore these; focus only on the fields where a name is listed.