A Possible Duplicate notification may appear on your screen when you are attempting to add a new client or new household member. The notification is letting you know that this person may already be in the Link2Feed system.
When the pop-up appears you can click on See More to view a small preview of the possible duplicate's information.
Watch the following video for more information:
The system will ask if this is the client you're looking for. The Yes button will take you to that possible duplicate's profile. No will take you back to the profile you were creating. View will show you a more detailed profile of the possible duplicate if you need more information to verify.
Criteria to appear as a duplicate
Duplicates are matched based on 3 of the 4 following criteria matching:
- First name
- Last name
- Date of birth field (One of the following counts as a match):
- DOB: YYYY-MM
- DOB: MM-DD
- DOB: YYYY-DD
- Address Line 1
Independent of the criteria above, duplicates will also appear if an exact match is found on the email address. The duplicate pop-up will not appear if the email address matches are for people residing in the same household (to account for cases where household members share emails).
What to do if updating a client
When you are editing an existing client, that client might be a duplicate. In this case, a merge button will appear in addition to the options above. Clicking on this button will bring you to a page where you can choose which profile to maintain.
Possible Duplicate pop-up adding Household Members
The same steps apply as above, except after you click on Yes that this is the client you're looking for, you will need to select if you want to Link or Move the individual into the household.
After selecting your option the system will ask you to select a relationship between the individual you're adding and the client's profile you are in.
Possible Duplicate is NOT the person I'm trying to add
When you add a client with 3 pieces of matching criteria the orange Possible Duplicate box will appear. You will have the option to select See More from there you can simply select No if this is not a client duplicate. This will take you back to creating the profile and the pair of duplicates will be listed in a Dismissed Client Duplicates List for a member of your team to manage.
Not sure if the Possible Duplicate is the person I'm trying to add
When you add a client with 3 pieces of matching criteria the orange Possible Duplicate box will appear.
You will have the option to select See More from there you can review the information. You cannot ignore a duplicate you can either select Yes or No.
- Yes will take you to that possible duplicate's profile.
- No will take you back to the profile you were creating and the pair of duplicates will be listed in the Dismissed Client Duplicates List.
- View will show you a more details profile of the possible duplicate if you need more information to verify.
Additional resources
Client and household management (Searching, Updating, Archiving, Linking)