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…
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…
