You can delete a duplicate client account from the Clients - Maintain Clients screen in A4W. If you can't delete the account, the steps below explain what to do next.
⚠️Important: Before you delete the account, make sure any assessments and care episodes for the client have been deleted.
Delete the client account
On the Clients - Maintain Clients screen, click the Basic Details tab, then click Delete.
Unable to delete the account
Client has financial history or transactions
You can't delete a client account that has financial history or transactions. Instead, append the client's name with the words 'Do Not Use', or similar wording. This tells other users that the account is a duplicate and should not be used.
Warning message 'This record could not be deleted as it is in use elsewhere'
If the client has no financial history but you still see this warning message when you click Delete, check the Clients - Client Notes screen for any notes or letters. Delete each note or letter individually.
📌Note: If the Edit and Delete buttons are greyed out on the Clients - Client Notes screen, this means your username doesn't have permission to edit notes.
To edit and delete notes, the Client Notes Editor option must be ticked for your username. You can find this option on the System Maintenance - Users and Passwords - User Details screen.