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5.11 Merging Child Profiles

If for any reason you have duplicates of the same Child Profile, you can merge those profiles together to create one Child Profile, without losing the data from either profile.

To merge Child Profiles:

 

  1. Select Child Profiles from the top navigation menu.
  2. Select the name of a Child Profile you wish to merge.
  3. Next to Child Profile Details, click the Merge tab.




  1. You will be taken to a list of Child Profiles within your program. This page lists the child’s name, DOB, Child ID, and Alt. ID. The page will prompt you to select a target Child Profile for the merge.
  2. Any Child Profiles that share the same birth date or name with the profile you are trying to merge will be in boldface.
  3. Select the button next to the Child Profile you would like to merge.
  4. Click the Merge Child Profiles button at the bottom of the page.

 

Please note that when merging 2 profiles, the Child Profile that you are merging into is the data that will prevail. If the merging profile has separate demographic data than the profile being merged into, the demographic data will be overwritten.



Once two child profiles are merged, the merged child profile will be available to view under the Quick Link Recent Merges.



See also

5.1 Adding a Child Profile
5.2 Searching for a Child Profile
5.3 Viewing the Child Profiles List
5.4 Viewing & Editing Child Profile Details
5.5 Removing a Child Profile
5.6 Child Profile Screenings
5.7 Viewing Tasks
5.8 Adding & Viewing Child Profile Notes
5.9 Caregivers
5.10 Child's Providers & Reviewers
5.12 Viewing a Child's Transfer History
5.13 Exporting Data