scope:

The identification (ID) process begins with the patient, either at the time of registration for admission to a health care facility, or on presentation for sample collection, and ends with reporting the results of the examination. This document outlines all points in the path of workflow related to patient and sample ID.

The essential elements of systems and processes required to ensure accurate patient ID are described. The principles in this document are applicable to manual or electronic systems. Considerations covered include criteria for accuracy, differences in inpatient vs outpatient settings that impact patient ID, language and cultural considerations, and standardization of processes across the health care enterprise. Guidance on system implementation and user training is included. Validation of patient ID systems/programs and ongoing monitoring as a quality measure are also covered.

This document is intended for health care providers (HCPs) who design, select, implement, monitor, and evaluate patient ID systems or any individual responsible for specimen collection.