OMG, this is so useful, and I am only in the third paragraph.
I will go back and double-check the wiki. I would like to make sure these things are readily accessible for everyone!
Is it possible that I my setup has errors?( BTW, this was as of 5.2, I have not tried with version 6. I will test this problem in my version 6 and report back.)
Initially, with previous version, my patients were making mistakes with their date of birth. For example, I had patients born, say, in October 3, 1950 enter March 10, 1950 for the first or second user. This creates, not an actual duplicate, but a duplicate chart for the same patient. (perhaps, it is a good idea if we write the information to the screen for the patient to proof read it prior to submission by the patient, and prior to chart creation? This will give the patient the opportunity to verify the information for correctness prior to hitting that submit button!)
Other times, one chart would have the middle name, the dup wouldn’t.
I am unable to recall other circumstances. I ended up just disabling the feature. What I now do, is create the user by entering their fname, lname, dob, gender, and email address. Then, I email them the information with instructions.