Merge client records
complete
M
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.
Log In
B
Bradley Clarke
A1 Sleep - login name ba1
M
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.
J
Jesse Morgan
Embrace Health Care PTY LTD
M
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.
A
Annette Brown
yes please
M
Matthew O'Carroll
Annette Brown: Hi Siobhan,
What is your coreplus account name?
M
Matthew O'Carroll
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:
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.
M
Matthew O'Carroll
Merged in a post:
Merge Client Files
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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.
Mush
in progress
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Letisha Targett
yes please!
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Matthew O'Carroll
Merged in a post:
Being able to merge duplicate files
d
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
M
Matthew O'Carroll
Merged in a post:
Merge duplicate patient files
M
Meg Risk
I too would like to be able to merge patients files where there is a double up.
Thanks
L
Laura OBrien
Just wondering where this is up to ?
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