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Client record missing social services reference

What to do if a client record is missing a social services reference in CallConfirmLive!.

Written by Billy Dilks

If a client record is missing its social services reference, confirm that the local authority has sent the details for that client via the purchase order import. If they have sent the details and this has created a duplicate client, run the Unknown Client Wizard to merge the records together.

For guidance on using the Unknown Client Wizard, see the following articles:

If the local authority has confirmed the details have already been sent but the client is still missing its social services reference and there are no duplicate records, raise a new case online and reference the title of this article. Include the Social Services reference number so it can be added to the client record.

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