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Merge duplicate clients

When a duplicate client is accidentally created, have a way to merge the two clients so you don't lose any data when you delete the duplicate.

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  • Beth Eggert commented  ·   ·  Report

    The ability to merge clients would be very useful. When a client is added a second time in error it leads to mistakes and could impact the diagnosis and treatment a client receives.

  • Redeemer Counseling Jolene Halzen commented  ·   ·  Report

    There's a second ticket about this same thing.

    Add ability to merge duplicate cases
    Vote
    · 51 voters · 6 comments · open in new window →
    If a second case has been opened for a client it would be nice to be able to merge it with the old case.

  • Lacey Yee commented  ·   ·  Report

    Yes, please do this!

  • Anonymous commented  ·   ·  Report

    Make it easy to combine duplicate files. When it's clearly verified by name, DOB and SSN that a file was duplicated, allow the option to combine the files.

  • Office Manager commented  ·   ·  Report

    It would be very helpful to be able to merge clients that have been accidentally set up multiple times.

  • Anonymous commented  ·   ·  Report

    When uploading additional client information to existing clients, system should be able to add the information without creating a duplicate client.

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