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Troubleshooting Duplicate Detection Errors When Saving Pre-Assessments (CRM)

When attempting to save a pre-assessment, you receive a duplicate detection alert that prevents the form from being saved successfully. This error typically appears even when you believe you are working with a new patient record.

Cause

This error occurs when multiple intake opportunity records exist for the same patient in your system. Common scenarios include:
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  • Patient records with slight name variations (e.g., one with a dash, one without)

  • Records created at different times during troubleshooting attempts

  • Duplicate records created when trying to start fresh after an initial save failure

The duplicate detection system identifies these multiple records and prevents saving to maintain data integrity.

Solution

Follow these steps to resolve the duplicate detection error:

  1. Identify the duplicate records: Check your system for multiple records of the same patient, looking for variations in formatting or creation times

  2. Determine the correct record: Decide which intake opportunity record you want to keep and continue working with

  3. Delete the unwanted duplicate:

    • Navigate to the intake opportunity you no longer need

    • Click the three dots in the top right corner of the record

    • Select 'Delete Intake Opportunity' from the dropdown menu

  4. Retry saving the pre-assessment: Return to your active intake opportunity and attempt to save the pre-assessment again

Expected Result

After deleting the duplicate record, the pre-assessment should save successfully without triggering the duplicate detection alert.

When to Contact Support

Contact Dazos Support if:

  • You cannot locate the duplicate records causing the error

  • The error persists after deleting duplicate intake opportunities

  • You need assistance identifying which record to keep

  • The delete option is not available or not working properly

When contacting support, please provide:

  • The patient's name and date of birth

  • Screenshots of the duplicate detection error message

  • Information about when the duplicate records were created

Related Resources

For additional help with duplicate management and pre-assessment troubleshooting, contact your Dazos Support team through your normal support channels.

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