CaseWorthy – Duplicate Program Enrollment Appearing on Enrollment Screen
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Table of Contents
Case 1: With same Enrollment ID#
Overview
Instructions on how to fix the duplicate problem in program enrollment inside Caseworthy.
Instructions
Case 1: With same Enrollment ID# – Sharing Issue
It’s been discovered that when a client with two ID#’s is merged, sometimes in the Program Enrollment screen it shows the same enrollment twice (with same enrollment ID#). This can not be corrected by deleting one of the duplicates. If that is attempted, both enrollments disappear.
This is caused by overlapping Releases of Information/Sharing Exceptions.
Steps to fix:
- Go to Sharing Exceptions by Org screen
- Review to see if the releases overlap.
Example: One release – start date: 3/4/2014 end date: 3/4/2016
Second release – start date: 7/7/2014 end date: 7/7/2016. - To fix this, you need to choose one of the releases and end it when the second one starts.
For above example: keep the second release dates as they are (7/7/14 to 7/7/16) and change the first release END DATE to 7/6/2014 (this will now look like: 3/4/2014 to 7/6/2014).
- Click back on Program Enrollment and the duplicate enrollment should have disappeared.
Case 2: With same Enrollment ID# – MemberEnrollment Duplication
- Check the Enrollment Member record and ensure the same client is enrolled in the same master enrollment record multiple times.
Case 3: With same Enrollment ID# – Current Address Duplication
- Check to see if there is more than one current address for the client. While technically allowable, this may cause visual duplication.