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Client Merge Request in Clarity
Clarity Search features help to eliminate the creation of duplicate clients in Clarity. Duplicate clients can be created when there is a lack of a full client profile (First Name, Last Name, Date of Birth and a partial or incomplete Social Security Number) in the record.
If you suspect a duplicate client, please review the profile of each client record for the following:
- First Name
- Last Name
- Date of Birth
- Social Security Number
Client merge requests should first be escalated to your organization's HMIS agency manager/ agency administrator for review, as they have the access permissions in Clarity to edit the client profile.
HMIS Agency Administrator/ Managers should edit the profile of each record to match the correct PII for each client record by reviewing formal documentation for the client (e.g. ID card, birth certificate, social security card). Client merge requests should then be submitted via Helpdesk for an administrative merge. Please do not include PII in the client merge request via email. If additional PII details are required, HMIS Support will request a telephone call to reconcile the data.