Merge Clients
Merging clients copies client level data from one client to another. CAREWare labels one client the primary and one the secondary in the process, where the primary client is to be retained and the records from the secondary client are copied to the primary client. During the merge process, users select which records …
Merging Clients in CAREWare
Duplication of client records may occur in CAREWare when clients are added manually or during the import process. In most cases, this duplication occurs due to a client reporting different identifying information, changes in a client's name, or a typo in a client's DOB. CAREWare has functions to prevent this duplicat…
