Page History: Client Merge
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Page Revision: Wed, 19 Nov 2014 10:15
Users will now be able to merge duplicate clients within CAREWare with the use of the merge client feature.
Select the client you wish to keep and click
Merge Client in the client's record.
Once a duplicate client is identified within CAREWare a user will be able to merge that client with the actual client. The merge process will prompt the user to identify those records to be merged from each client. Once the merge has been completed a client merge report will be generated, which outlines the changes made during the merge. If you do not see the client in the list for merging, you can choose
Search Client to find the client.
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