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Splitting Resident

Splitting or demerging a single resident record into two

If you forgot to split a client into two individual resident records during settlement process, you can split them by following these steps:

  1. Update the Profile: Tap Profile and verify that the first name field includes an "&" separator (for example, Ian & Kathy).
  2. Initiate the Split: Scroll down to the Facilities section and tap Split Residents.
  3. Confirm: Tap Yes to confirm the split

Profile details, log entries and document attachments are copied during the split