• The Client Merge Tool

      Note: Merges cannot be undone/reversed! Before the merge tool is used, thoroughly review each client profile history to ensure the records belong to the same client. Duplicate client records occur when staff members create two or more records for the same client. A duplicate client record can have the same Client Name, Date of Birth, and/or Social Security Number.  In the example below, there are two i...

    label_outline System Administration
  • The Program Merge and Program Move Tools

    The Program Merge Tool  The Program Merge tool is designed to integrate program enrollments for family members who were enrolled individually by mistake. It is used to merge households regardless of whether the members have different program start dates. It can also be used even if some or all of the members of the household are no longer enrolled in the program. In the screenshot below, client Mufasa Lion is the ...

    label_outline For System Administrators label_outline Animation label_outline Enrolled in the wrong program label_outline Merge enrollments label_outline Group Enrollments