Free checklist for health systems and hospitals

Find the gaps in patient data governance before an auditor does.

Your EHR, CRM, and digital front door all touch the same patient record now, and none of them catch it when that patient shows up under a different name, address, or phone number. This 20-point checklist helps data, IT, and compliance leaders see where governance holds up and where it's fragile.

✓Audit standards, quality, stewardship, compliance, and oversight in one pass
✓Pressure-test ownership, escalation paths, and match-confidence visibility
✓Confirm an audit trail covers every merge, split, and manual override
✓Know what to fix first: anything unchecked is your starting point

$12.9M

the average annual cost of poor data quality to an organization. Source: Gartner

Get the free patient data governance checklist

What the checklist covers

Five areas. Twenty checks.

Work through each section with your data, IT, and compliance leads. Check off what's already in place. Anything left unchecked is your starting point.

Data standards and definitions

Establish a shared definition of a duplicate record and a matched record.

4 checks

Data quality and accuracy

Set a target accuracy threshold and measure against it every quarter.

4 checks

Stewardship and accountability

Give stewards visibility into match confidence, not just a merge button.

4 checks

Compliance, access, and risk

Keep an audit trail for every merge, split, or manual override.

4 checks

Oversight and continuous improvement

Revisit standards whenever you add a system or acquire an entity.

4 checks

50,000+

additional duplicate records identified by a leading integrated health system in the northeast after strengthening the matching foundation beneath its governance program.

Source: Verato case study

$31.1B

in federal Medicaid improper payments in fiscal year 2024, with 74% tied to missing or insufficient documentation.

Source: CMS

See where your governance stands.

Download the checklist