As far as the matching on the intake screens (that doesn't consider conditions that are considered in other places) a potential match may exist if any of the following are true:
- Match when the existing last name exactly equals the input last name, and the existing first name starts with the first 2 letters of the input first name.
- Match when the existing first name exactly equals the input first name, and the existing last name starts with the first 3 letters of the input last name.
- Match when the existing last name exactly equals the input last name, and the existing preferred name starts with the first 2 letters of the input first name.
- Match when the existing preferred name exactly equals the input first name, and the existing last name starts with the first 3 letters of the input last name.
- Match when both the existing first name and last name start with the corresponding input values.