Searching for Name Duplicates demonstration

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Transcript

Welcome to the Searching for Name Duplicates demonstration.

To begin, select Data Integrity from the Administration menu. Select Name Duplicates to conduct a thorough search of any potential duplicate clients in the HIFIS database.

In the Search for Duplicate Clients screen, there are a number of filters you can use to adjust how close the clients must match to be flagged. You can also set it to search a smaller range of clients.

Select the blue checkmark button to run the search.

Once the search is completed, a list of potential duplicates will display in the grid. In order to make changes to the affected client records, you may want to make a copy of the list. Select the View Log Files button.

Select whether you want to see the results in HTML or TXT. You can then save or print the Log File.

To exit this screen, select the Exit button.

This is the end of the Searching for Name Duplicates demonstration.

Return to Finding Duplicate Records

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