Helpful hints when choosing the base record:
*Choose the record that has the most complete information. For example, address, phone number, insurance, etc. is not part of the matching criteria so it may not be present on each record.
*Choose the record that has financial information. Generally speaking, a record that has had charges posted is a good bet to have the most updated information.
*Choose the record that has appointment information attached. Documents for this appointment may have already been printed.