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Troubleshooting PAA Duplicate Detection Errors When Duplicate Accounts Exist

This guide helps you resolve duplicate detection errors that prevent Pre-Assessment (PAA) forms from saving. These errors occur when duplicate account records exist in your CRM system.

Error Symptoms

When attempting to create or save a PAA, you may encounter a duplicate detection error message that prevents the form from being saved successfully.
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This error can affect:

  • New PAA creation for existing patients

  • PAA creation for newly / imported patients

  • All PAA types across your facility

Root Cause

The PAA system requires exactly one unique account record to link to when creating an assessment. When duplicate accounts exist with the same matching criteria (such as name, date of birth, or other identifiers), the system cannot determine which account to use and throws a duplicate detection error.

This behavior is working as designed to prevent data integrity issues.

Solution

To resolve this error, you must merge the duplicate accounts before creating the PAA:

  1. Identify the duplicate accounts: Look for patient records with identical or very similar information (name, DOB, contact details)

  2. Merge the duplicate accounts: Combine the duplicate records into a single account record

  3. Test PAA creation: After merging, attempt to create the PAA again

πŸ’‘ Tip: This issue commonly occurs after patient data imports, where the import process may have created duplicate account records.

Prevention

To prevent this issue in the future:

  • Review import data for potential duplicates before importing

  • Configure duplicate detection rules during the import process

  • Regularly audit your account records for duplicates

When to Contact Support

Contact Dazos Support if:

  • You cannot locate the duplicate accounts causing the error

  • The error persists after merging duplicate accounts

  • You need assistance with bulk account merging after a large import

  • You want to improve the clarity of the duplicate detection error message

Related Resources

  • Account Management and Merging Guide

  • Data Import Best Practices

  • Duplicate Detection Configuration

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