Running a conflict check

There are three methods to run the conflict check:

With conflict checking set as automatic, as you through the Add New Client/Contact wizard, the Possible Duplicates and/or Conflicts Found window displays at certain points for you to check the information against existing clients or contacts.
You can use the Actions menu and select Conflict Check from the client or contact details screen.
You can run a static conflict check from the Home ribbon by clicking Static Conflict Check. This option is an ideal tool for those manning reception to use to check for conflicts prior to making an appointment.

Note The buttons on the possible duplicate and/or conflicts window are different. Please see the static conflict check topic.

Possible Duplicates and/or Conflicts

When you have entered the name and system fields and clicked Next, the Possible Duplicates and/or Conflicts Found screen displays.

Field/Section	Description
Reports	Drop-down to allow you to select Conflict Check Report or Export to Excel.
Conflict Records	Displays the fields the conflict check has used and their contents.
Buttons
New Client/General Contact	If there is no conflict, click to continue with the wizard to create a new client/contact. All following fields will be blank for you to enter the relevant data.
Use Existing	If there is no conflict but the entity is the same, to avoid a duplicate record, click to continue with the wizard. Data for the existing client/contact will display for you to update, add to or leave as is in the existing entity.
Upgrade to Client	This button displays when adding a new client if there are possible duplicates that are contacts. To avoid a duplicate record, click to continue with the wizard. Data for the existing contact will display for you to update, add to or leave as is for the client.
Cancel	Click to return to the wizard to change any data and continue or cancel the wizard altogether if there is a conflict.

Notes

The Date of Birth and NI number fields are displayed by default. If you need to see more information about a possible conflict, use the View hyperlink in the right-hand column to view the record's details.
The possible duplicates/conflicts table has a column chooser for you to decide which fields you want to see.
When adding a new service contact, the Use Existing and Upgrade to Client buttons are inactive as it is not possible to have service contact linked to another service or as a client.
When running a static conflict check, the buttons are those appropriate for a static check. Please see the static conflict check topic.

The conflict check results lists:

The closest matches are displayed at the top of the results list, i.e. a match in Forename, surname, house number, first line of address and town would be presented higher than a match in just forename and surname.
The 'title' column has been removed as this is included in the name field.
Multiple role entries are now displayed as one row as a single string with the role types separated by commas. The entries are truncated to fit the column with any extra roles displayed on a tooltip.