Merged Clients
$500 CAD
Do you suspect that a client disappeared because they were merged? Wonder how frequently your super users are actually using the merge function? If you want to get a better handle on how clients are being merged in your community, this is the report for you! With two different output options, you can choose to either look for a specific client, or review multiple merges that took place in your community.
Included in ABC De-Duplication Bundle
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Included in this bundle:
ABC Duplicate Clients
ABC Merged Clients
Merges in HIFIS
In HIFIS, it's fairly tricky to track down clients after the file has been merged. You can't search for the old client's file number or their name.
HIFIS does store a record in the audit log that a merge occurred and who did it, but doesn't store anything about the removed client.
The only place where information is retained about the old client is as a Client Comment, which aren't searchable and have to be painstakenly opened one at a time.
That's why this report exists. If you ever find yourself needing to track down some information about merges that have happened, you'd have a really hard time without a report like this one!
Report Features
- Search for a single client
- Show all merges at all or some service providers, in a date range
- Breakdown by
Report Features
- Search for a single client or show all merges
- Show merges at all or some service providers, in a date range
- Aggregated breakdown by service provider, by user, and by date
Frequently asked questions
Frequently asked questions
You've got questions? We've got answers.
This report should run on any version of HIFIS version 4.0.57 and higher. However, note that very old merges were lacking information about the removed client ID. So some very old merges will appear to have missing data.
This report will be maintained into the foreseeable future. If a software update causes it to stop working, or if we find an error, we'll update the file and let you know there's a new version available, at no additional cost to you.
The run-time varies depending on how much data is in your database, and how long a date range and how many service providers you select when running the report. However, we have tested the report with large data volumes and it runs quickly and efficiently.
- Service Provider(s)
- Start Date
- End Date
- [Optional] Client ID - you can optionally enter a client ID to search for that client. Otherwise, leave this parameter blank and it will show all clients.
- Show full merge note?
Check out our README file.
Audit Boot Camp
A series of premium reports and materials expertly crafted to help you whip your data into shape.
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