Merge Residents

The Merge Residents utility can consolidate duplicate resident records.  This utility is available on the Home Page and in Resident Information.

To Merge Records from Two Residents

1. On the Home Page or in Resident Information, choose Merge Residents.
2. On the screen that says "Find a resident that you want to remove" type a last name of the resident you wish to REMOVE in the box provided, and choose the appropriate Facility. Click Next.
3. Select from the list the resident you want to remove and click Next.  Note: If the resident you are looking for is not on the list, click Back to search again, or Cancel to return to the Home Page or Resident Information.
4. On the screen that says "Find a resident that you want to keep" type a last name of the resident you wish to KEEP in the box provided and choose the appropriate Facility from the list.  Click Next.
5. On the screen that says "Select a resident that you want to keep, please select the resident you wish to KEEP.   Click Next.  Note:  If the resident you are looking for is not on the list, click Back to search again, or Cancel to return to the Home Page or Resident Information.
6. The screen that says "The Residents listed below will be merged" will display the two residents you have chosen to be merged.  Click Finish to merge records of these two residents.