Browse Ranked Matches
Central Client Merge includes two options to identify clients that may be duplicates, Browse Ranked Matches and Browser Client List. Browse Ranked Matches uses the Client Matching Setup settings to score clients determining how close clients match. Contact the CAREWare Help Desk for more information about the Clien…
Custom Field Configuration
Matching clients as potential duplicates is typically done using the URN fields. CAREWare includes options to match clients on custom fields as well. This can be useful for synchronizing client records with an EMR by matching on a medical record number or for tracking clients using a customized client identifier due …
Browse Client List
Central Client Merge includes two options to identify clients that may be duplicates, Browser Client List and Browse Ranked Matches. Browse Client List includes options to search for clients and select them as potential matches. Browse Ranked Matches uses the Client Matching Setup setting to determine how close of a …
Duplicate Client
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 is the client to be retained and the records from the secondary client are copied to the primary client. During the merge process, users select which reco…
Find Client
To search for clients in CAREWare, follow these instructions: * Click Find Client . * Enter at least one search term. * Click Client Search . * Click a client. * Click View Details . At this point the client's record has been opened. If Custom Forms is clicked instead of View Details , the client'…
