If you have duplicate client profiles where planned visits show as assigned to one profile and actual visits logged by carers via CM Mobile are assigned to the other, this indicates the tag is registered to the incorrect profile. This can be resolved in Client Manager.
Search for an inactive client
If the duplicate profile is inactive, follow these steps to locate it in Client Manager.
Click View Filters in the top-right corner.
Click Status, then click All.
Click Apply and Close.
Search for the inactive client.
đ Note: Inactive clients display an Inactive label in red in the top-left corner of the client record. Active clients display an Active label in green.
Resolve the duplicate
Once you have located the client the tag was incorrectly registered to:
Merge the inactive client into the active client record in CallConfirmLive!.
Unregister the tag from the inactive client.
Register the tag to the correct client.
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