What Are Duplicates ?

Duplicates are record in your client data base holding the same physical person information more than once.

Why It Matters?

There are several reasons you want to eliminate duplicates from your data base:

1) Duplicates generates confusion and errors for your staff and your clients

2) Duplicates may results in reminders errors since multiple record for the same client may hold invalid or old emails/phone or other information

3) Duplicates may preclude clients from being properly identified in the Online Scheduling System, generating frustration for your clients

What To Do?

Other than specifically intended for particular reasons, duplicates usually are simple mistakes done in the rush of the daily front desk pressure.

It's highly recommend to eliminate them.

One easy way to do it is to use this report, and one by one, get into your office software and remove duplicate clients.

If, for any reasons, your office software do not allow this, change the wrong record name and clear other vital information such as client name, SSN and birth date for scheduling identification.

How TO Use This Report

The report display two by two, client record which are similar, or suspect to be similar.

Similar record are displayed in white. Both the name and first name of the record are exactly the same

Suspected similar record are displayed in light yellow with a ? below. Their name or first name, or both, start identically.