Leveraging Language Models for Automated Patient Record Linkage

Objective: Healthcare data fragmentation presents a major challenge for linking patient data, necessitating robust record linkage to integrate patient records from diverse sources. This study investigates the feasibility of leveraging language models for automated patient record linkage, focusing on two key tasks: blocking and matching. Materials and Methods: We utilized real-world healthcare data from the Missouri Cancer Registry and Research Center, linking patient records from two independent sources using probabilistic linkage as a baseline. A transformer-based model, RoBERTa, was fine-tuned for blocking using sentence embeddings. For matching, several language models were experimented under fine-tuned and zero-shot settings, assessing their performance against ground truth labels. Results: The fine-tuned blocking model achieved a 92% reduction in the number of candidate pairs while maintaining near-perfect recall. In the matching task, fine-tuned Mistral-7B achieved the best performance with only 6 incorrect predictions. Among zero-shot models, Mistral-Small-24B performed best, with a total of 55 incorrect predictions. Discussion: Fine-tuned language models achieved strong performance in patient record blocking and matching with minimal errors. However, they remain less accurate and efficient than a hybrid rule-based and probabilistic approach for blocking. Additionally, reasoning models like DeepSeek-R1 are impractical for large-scale record linkage due to high computational costs. Conclusion: This study highlights the potential of language models for automating patient record linkage, offering improved efficiency by eliminating the manual efforts required to perform patient record linkage. Overall, language models offer a scalable solution that can enhance data integration, reduce manual effort, and support disease surveillance and research.