QUICK TIPS
Consolidating Households and People

The Member Tracking System provides warnings about possible duplicate members being added to the system.  Duplicate members may occur if those warnings are not acknowledged.  We have created 2 tools to consolidate the households that people live in and the people that are
in those households.

Follow the steps below to consolidate households in your system.

1. Click on the Procedures from the Main Menu of the Member Tracking System
2. Click on the Members tab at the top of the screen
3. Click on the Consolidate Households button
4. On the left side of the screen, choose the Household that you want to remove 
NOTE: The households can be chosen by Household Name or Address - If selecting Address please note that addresses will be listed AFTER those households with no address
5. On the right side of the screen, choose the Household that you want to keep
6. Click on the the Green Arrow to consolidate
7. On the Select Data to Merge screen choose the data that you want to keep - NOTE: you can choose from both sides as parts of the data may be correct from each side
8. Answer Yes to consolidate
NOTE: The process of consolidating households will then allow you to see any duplicate people.

Follow the steps below to consolidate the duplicate people in your system
1. While still in the Consolidate Households screen, click on the Consolidate Household Occupants button
2. On the left side of the screen, choose the person you want to remove - this should be the older or incorrect information
3. On the right side of the screen, choose the person you want to consolidate into  NOTE: You can view the details about either person by clicking on the corresponding View Person's Details buttons.  Always consolidate the incorrect or oldest information into the correct or newest information
4. Click on the Green Arrow to consolidate
5. Answer yes to consolidate.  Once you select yes this procedure cannot be reversed
6. If the member has overlapping Enrollment dates, you will see a screen where you must fix the overlap.  You can either change the entry and expiration dates or select an entire row and right click to delete the record.  Please verify that you have the correct information. 
7. On the Consolidate Household Occu0pants: Member-to-Member screen, select your data that you want to keep on the member.  PLEASE view ALL of the tabs in the top right corner before consolidating.
8. Click the Consolidate button
9. You will receive a message stating "Consolidating Completed!"

NOTE: Please make absolutely sure you are consolidating the correct people into the correct Household.  Once the procedure is complete, it cannot be reversed.

Vision Computer Programming Services, Inc.
685 Main Street, Suite C
Safety Harbor, FL 34695
(888) 425-6964
Email: email@visioncps.com 
Web Page: www.visioncps.com

Contents Copyright ©2011 Vision Computer Programming Services, Inc.