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Preparing the system to merge records

Before you can complete the merge record function, you need to prepare the records you are merging, so that you do not lose any information.

1. Before performing a merge, do the following:

    a. Select the record you want to use as the primary record.

    b. Make sure you copy any notes from the secondary record (that you are merging into the primary record) to the primary client record. You can find information on working with notes in records in the CAISI User Guide.

    c. In the secondary client records, which will become inactive following the merge, type “DUPLICATE DO NOT USE” beside the client’s first name, and save the record.


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