Merging Client Profiles
HMIS has updated the process of merging client profiles to have the oldest record survive in the merge. When the minimum level of information matches, HMIS uses an automatic batch merge script to merge duplicate profiles within the database. In cases where the profiles do not meet the minimum level of matching data elements, the profiles may be requested to be merged manually by a ticket submission to the HMIS team.
All information will be combined on the 'surviving profile' (profile that exists after merge is complete) except the 'Veteran Background' and 'Demographics' page (both found in the 'Client Details' tab), only the information on the surviving profile will remain.
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