This article will explain how to merge two profiles for the same client and how to troubleshoot if you do not have an option to merge duplicate profiles.
Duplicate profiles will be created if a client has an existing profile and the surname, first initial of the first name and date of birth are the same.
To merge duplicate client accounts
- If a duplicate record exists, a Duplicate Client notification will be displayed on the Account login & profile access tab with an option to Merge.
- The merge option will be available under both profiles.
- You can use the Merge option under either profile if all client data is identical.
- If there are any differences between the profiles, e.g. a change of email address, select the Merge option on the client profile with the most up to date information.
- Clicking on Merge will open the Merge Client Accounts window.
- A preview is given of the data that will be permanently deleted. Cross check and ensure this is correct before selecting Merge Now.
- The client profiles and all associated appointments and medicals will then be merged.
There are two accounts for one client but there is no option to merge
- Duplicate accounts for the same client will not have an option to merge if surname, first initial of the first name and date of birth are not identical.
- The discrepancy between profiles may be subtle, so you will need to examine carefully, e.g. use of apostrophes, spaces or spelling errors.
- Firstly, Edit the Client Profile to correct any discrepancies which exist.
- Once discrepancies between profiles are corrected, there will be an option to merge profiles.
- The profile on which you select Merge will determine the profile data under which the merged accounts will be stored.
- A preview of the data that will be permanently deleted is given. Cross check and ensure this is correct before selecting Merge Now.
- The Client/Participant Profiles and all associated appointments and medicals will then be merged.