Page History: Central Client Merge
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Page Revision: Fri, 29 Apr 2016 09:38
The Central Client Merge feature merges clients across multiple domains, searches and identifies clients as duplicates using custom fields, and allows automatic daily searches based on a client match threshold setting.
To access the Central Client Merge feature:
- Log into the Central Administration Domain.
- Click Administrative Options.
- Click Client Merge.
Merge Duplicates – Starts the merge process allowing a user to choose the correct data fields for the client’s record using both records being merged.
Browse Ranked Matches – Opens the Ranked Matches menu where a percentage threshold can be used to identify client’s with similar records. It has a check box to schedule daily checks for duplicate client records.
Browse Client List – Opens the Browse Client List menu containing a list of all clients. This menu has an option for filtering the list using specific fields such as; first name, last name, DOB, or gender.
Unflag as Duplicate – This removes client records from the list of duplicate clients.
Custom Field Configuration – Opens the Custom Field Configuration menu, which is used to setup custom fields to identify clients as duplicate records. Client records with the same value for that custom field will show up as a 100% match in the Browse Ranked Matches, even if URN fields such as DOB or gender are different.
Merge DuplicatesOnce clients are listed in the Duplicate Client List, clicking Merge Duplicates will open the menu to identify data to keep in the client’s record. Once the merge is complete, a report will be generated showing the changes to the client record. An option will be available to choose to delete or retain the duplicate record.
A client’s record can be added to the Duplicate Client List by identifying the client’s as duplicates, using the Browse Ranked Matches or Browse Client List menus. By clicking Browse Ranked Matches, a list of clients, which may be duplicates, can be created based on a Match Threshold percentage. If a client is set as a 75% match, 75% of the data in the client’s record would have to match. The data considered are provided in the image below. These data fields are relevant to the generation of a URN.
Browse Ranked matchesTo initiate the search:
• Click Search Now.
To change the percentage:
• Click the % box and change the numeric value.
To add clients to the Duplicate Client List:
• Click the client’s row.
• Click Flag as Duplicate.
Checking the box for Automatically Score Clients (daily), will update the list based on the Match Threshold each day.
Browse Client ListBy clicking Browse Client List, the entire database of client’s can be search for duplicates. This list can be sorted by clicking the drop down menu for Show only clients that match on:. Once clients have been identified, click the check box for two clients that are considered duplicate records and click Flag Matched Pair. This will add those to clients to the Duplicate Client List.
Custom Field ConfigurationThe search field can be used to search through custom fields. Check the box for a custom field that will be used to consider client’s as a duplicate pair. Any client records that have the same value for that field will be considered a duplicate pair as a 100% match, even if they have different URN field data such as DOB or name.
In a provider domain, the button to merge clients is called Duplicate Client. This can be found in a client record.
By clicking a client record to highlight it and clicking Link Duplicate Client, a client is added to the Duplicate Client List and Flagged as Duplicate Client.
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Client Merge