Merge client records | Voters

Merge client records

complete

Mary Bonich

Would like to merge 2 client records into the one - I have some clients who have been loaded as a new client twice and want to keep all the info.

July 20, 2017

Bradley Clarke

A1 Sleep - login name ba1

Matthew O'Carroll

Bradley Clarke: That's now been enabled on your coreplus account. You may need to log out and log back in to see the new feature.

Jesse Morgan

Embrace Health Care PTY LTD

Matthew O'Carroll

Jesse Morgan: That's now been enabled on your coreplus account. You may need to log out and log back in to see the new feature.

Annette Brown

yes please

Matthew O'Carroll

Annette Brown: Hi Siobhan,

What is your coreplus account name?

Matthew O'Carroll

marked this post as

complete

Hi All,
We would like to offer you the option to adopt the recently introduced ability to Merge Client Records in coreplus.
The feature was completed earlier today and is now available to be enabled on specific accounts ahead of a broader release.
Below is a link to the Help Centre article: 
https://help.coreplus.com.au/en/articles/4882895-merge-client-records
If you would like this feature enabled on your account please comment with your coreplus account name.
The General Release is scheduled for later this month.
Thank you,
Matt on behalf of the coreplus team.

Matthew O'Carroll

Merged in a post:

Merge Client Files

Melissa Svedinek

Merging client files, if you create 2 client file by mistake and have info & billings in both. You need the ability to merge them together, so their is only 1 file in the record and you can delete the now empty file.

March 18, 2021

Mush

marked this post as

in progress

Letisha Targett

yes please!

Matthew O'Carroll

Merged in a post:

Being able to merge duplicate files

debbi.grierson@rfdsvic.com.au

This would help when duplicate files have been added for the same patient in error - but both files have relevant information in them that is required to be accessed

December 2, 2020

Matthew O'Carroll

Merged in a post:

Merge duplicate patient files

Meg Risk

I too would like to be able to merge patients files where there is a double up.

Thanks

December 2, 2020

Laura OBrien

Just wondering where this is up to ?

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