Cleaning Up Duplicate Client Records

Overview

When an operator does not search for an existing client and instead selects "New Client," multiple client records can be created for a single client.

Prerequisites

• Access to the Client Manager in the Admin tab.

Steps

• Click on the Menu button.
• Select the Admin tab.
• Choose Client Manager.
• Navigate to the Other Duplicates tab.
• Review the list of duplicates displayed.
• Choose to either merge or delete the duplicates.

Troubleshooting

{{IMAGE_PLACEHOLDER}}