Skip to main content

🔗 How to Resolve EHR ID Linking Issues

Manually link unmatched patient records to ensure accurate insurance verification

Kyle Davidson avatar
Written by Kyle Davidson
Updated over a week ago

✨ When You Need This Guide

Use this guide if you're asking:

  • Why do I see “Action Required” next to a patient’s eligibility check?

  • What happens if the name or address doesn’t match?

  • How do I manually link a patient record in Aloha?

When patient info doesn’t match between your EHR and their insurance file, Aloha can’t verify eligibility until you link the correct records.

⚠️ Why "Action Required" Appears

Sometimes, a patient’s name or address on their insurance doesn’t match the info in your EHR/PMS. Common causes:

  • Insurance is listed under a parent or guardian

  • Patient moved or updated their name

  • Insurance company has outdated or alternate info

  • Nicknames vs. legal names in the chart

In these cases, Aloha flags the eligibility result with Action Required because it can’t automatically match the patient to your records.

🛠️ How to Link the Correct Patient Manually

  1. Go to the Eligibility Search feed in Aloha

  2. Click the red Action Required button next to the patient’s name

  3. In the popup that says “Patient cannot be matched”, click Verify Patient

  4. A list of possible matches from your EHR will appear

    • Click the correct patient name

    • Click Connect patient to EHR and confirm

🔎 You’ll see both:

  • EHR Address (from your system)

  • Insurance Address (on file with the payer)
    This lets you double-check before confirming the match.

✅ You’ll Know It Worked When:

  • The “Action Required” label disappears

  • The patient’s eligibility result updates to show verified benefits

  • You see a green checkmark next to their name in the Eligibility Search feed

💬 Need Help? We’re Here!

Call us at: 1800-563-0469
​Email: support@reviewwave.com
Live chat available during business hours

Related Articles:

Did this answer your question?