Searching for and Matching a Client

When an application is received, the intake worker searches for and identifies possible matches for the prospect. Upon reviewing the possible matches, the intake worker decides whether a registered person is a match for the client. If a match is found, the prospect details can be merged with the registered person details. The system creates additional records for the registered person if details such as the address and phone number are different between the prospect and the person. A message will be displayed to the intake worker to inform him or her of any new records.