How to Merge Person Profiles
If an individual is assigned multiple unique identification numbers, it can result in the creation of duplicate person profiles. Our platform tracks and updates each record based on this unique identifier. It is crucial to associate each profile with a single unique identifier to guarantee the consolidation of messaging history and communication information in one central location. Having multiple profiles increases the risk of losing track of conversations.
How to Merge Records
1. Locate the duplicate records. Use the search bar to search by name or phone number.
2. Select the two records you'd like to merge, then select the Merge button in the bottom left-hand corner of the window. Please note that you may only merge records two at a time.
3. Selecting the merge function will open the Resolve Conflict window. Here you can decide what information from the available drop-down menu you'd like to keep. To avoid duplicate profiles in the future, make sure you have assigned the correct Person ID! Select Save to merge the two records.
Merging duplicate person records will combine appointment or event information from both profiles, as well as the messaging history. If your team uses caregiver messaging, and one of the profiles is assigned a caregiver, merging the records will also keep the caregiver information assigned. The person's messaging history will maintain a date/time stamp, plus the user's email address, notating that the profile has been merged.
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