Merge Two Files

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Say goodbye to the hassle of duplicate records in your EAP system!

With our user-friendly platform, merging files is a breeze. Click a few buttons, and voilà! Your data is clean, organized, and ready to help you provide the best support to your clients.

In this guide, we’ll review:

Combining two client records

When you observe a client’s duplicate record in EAP Expert Cloud, utilize the merging feature to consolidate the two records, ensuring that their service requests are unified within a single client file.

Follow these steps to merge two client records:

• Start by opening the original or main client file to incorporate or merge information via the Client Files Module

• Navigate to File Utilities by clicking the three horizontal dots in the top menu bar

• Select Merge > Clients

  • The Client File Search will then appear. Identify the secondary file, select it, and click OK.

  • This action will combine the data or content from the duplicate file into the main file.

• After the merge is complete, review the combined file to ensure the information is integrated correctly

• Click the Save button to save and continue working, or click Save and Close to exit the file

Consolidating two cases or files

In instances where you identify a duplicate case within a client record on EAP Expert Cloud, leverage the feature designed to merge the two cases, thereby consolidating the service requests into a single, unified case. Let’s review the steps:

• Begin by opening the primary client file in the Client Files Module to merge or integrate information

• Select the main case tab you want to merge with another and remember to note the case numbers

• Navigate to File Utilities by selecting the three horizontal dots on the top menu bar

• Opt for Merge > Files

  • The Client File Search will then appear. Identify the secondary case, select it, and click OK.

  • This action will combine the data or content from the duplicate file into the main file.

• After the merge is complete, review the combined case to ensure the information is integrated correctly

• Click the Save button to save and continue working, or click Save and Close to exit the file

Troubleshooting Information

Here are a few troubleshooting tips when it comes to merging data:

• Check for Duplicate Entries: Carefully review client files to identify duplicate entries before merging records. Ensure there are no unintended duplicates or confusion.

• Verify User Permissions: Confirm that you have the necessary permissions to perform record and case merges. Specific user roles may be required to access and execute merging functions.

• Resolve Data Discrepancies: Address any discrepancies between the duplicate records or cases. Before initiating the merge, ensure that data such as client information, dates, and service requests are consistent.

• Review Audit Log: After completing the merge, review the audit logs or file history to confirm the successful operation.

If troubleshooting doesn't resolve the issue, contact your system administrator(s). Please provide them with details about the problem, steps taken, and any error messages encountered.