In the event a duplicate record is created in error for a client or staff the records can be combined to retain all the information in both records.  

·       Combine Clients

·       Combine Staff
 

Combine Clients

Access:  Clinical > Combine Records > Combine Clients 

1.     Click the binoculars to select the client record for the Enter the Move Client ID field.
2. Click the binoculars to select the client record for the To Client ID field.
3. Check the Delete From Client checkbox.
4. Click the Combine Clients button.
5.     The Combine Complete prompt presents; click OK.

ombine Staff

Access: Clinical > Combine Records > Combine Staff

1. Select the duplicate staff record from the Move Record ID drop down list.
2. Select the correct staff record from the To Record ID drop down list.
3. Check the Delete From Record checkbox.
4. Click the Combine Records button.
5. The Table Name field and Table grid will show the combining progress.
6. The Combine Completed prompt presents; click OK.