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When add/edit of participants, the system checks if the participant is already present in the database. The matching is done based on the following logic:

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Note
titleNote:
  1. eMPI and SSN might have been renamed as per local needs.
  2. Suppose you do not have access to a CP (say CP1), and you try to register a participant in another CP (say CP2) with the same "Last name" and "D.O.B" as an existing participant from CP1. In that case, OpenSpecimen does not display to which CP the matching participant is registered.

It is not supported because the users might not have access to other CPs.

3. If one or more matches are found, then the system displays the matches to the user.

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Merge with Selected Participant: This will merge collected visits and specimens from old to new. The old participant will be deleted from the system.

Ignore Matches and Proceed: This option allows the user to update the participant details and all the visits and specimens are retained.

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