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Client Duplication Report

This article will teach you how to use the Client Duplication Report to merge duplicate Client Records.

Client Duplication Report allows Users to review Duplicate Client Records and merge data in to one Client Record, allowing you to select what data is carried over to the new Client Record.

 

 

How to access:
Setup > General Settings > Client Duplication Report 


 Setup > Reporting> Client Duplication Report 

In the Report, you can select search criteria to determine how PantrySoft should search for Duplicates in your Client Records. You can make additional selections or remove selections as needed with the trash can and orange plus icons. Examples of additional criteria options are address, contact information, account number and date of birth. Once criteria is selected, select Search for results to display. 

Duplicate Client Records matching your selected criteria will appear.

Select Duplicate records to merge and select Merge Clients in top right corner of the screen.

You will be prompted to select a record to use as Principal, meaning this will be the Client Record that exists after the merge.

You can select from certain fields to identify accurate information such as first and last name, age, email/username, date of birth or address. Selected fields highlight in green.

Please Note: Household Members can not be merged with the Client Duplication Report! Move additional Household Members from duplicate Client records into Principal Client record before Merging. 

Once selections are made, select Merge Clients in the top right corner of screen to generate a preview of the new Client Record.

Please Note: while the non-principal Clients and Household Members will be deleted, all activities including Visits, Visit Templates, Appointments, Registrations, Client Notes, Documents, and Referrals will be moved to the principal Client in the merge.

Once reviewed, type MERGE and confirm to merge duplicates and into one Client Record.

Please Note: This action can not be undone. Non-principal Clients and Household member data that is deleted cannot be recovered. 

Additional Details: 
  • This feature is not available for CSFP Organizations. 
  • Credit History is not transferred during the merge, but the Principal Client will retain their Credit Transaction history.
  • "Client Since" date is set to earliest record date.
  • If you need to access the previous version of Duplication Reports, please email support@pantrysoft.com to initiate this.
Reporting Impacts: 
Merging Clients will affect aspects of your Organization's Reporting.
  •  Merging Client Records will delete Household Member move history data. 
  • Merging Client Records will impact Household Member numbers on Visit History.
  • All Household Members will be considered Active (with their most recent Demographic answers) on the Principal Client back to the new "Client Since" date