Client Merge Screen

The Client Merge screen can be used to combine two profiles that were created for the same client. This can occur for many reasons including staff error or a client visiting multiple locations.

Note: Please contact Customer Care before attempting this process. Once completed, it cannot be reversed.

To access the Client Merge screen, click Merge Clients (Main Menu > Admin > System Tools > Merge Clients).

Field	Description
Client Name Search	Use this field to search for clients by name. Partial entries return all results matching the term used.
Merge	Click this button to merge the selected clients.
Name	Displays the name of the client.
ChartID	Displays the ChartID of the client.
SSN	Displays the social security number of the client.
Address	Displays the client’s address.
OtherID	Displays the client’s alternate ID.
Created By	Displays the name of the staff member who created the client’s profile.

• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB