Matching an existing Service Agreement with a person match

Creating a Service Agreement with a Matching Person

• Once mandatory fields have been completed on the new referral
• Select the [Validate]
• The system will then search existing Service Agreements and display any potential matches
• If a person match (DOB) is found by Service Manager, the system will display a 'Person' match which will be sorted to the top of the validation page.  
• Select the record by clicking left of the side of the Service Agreement
• Select [Match]
• A Change request will be created on the existing Service Users Service Agreement

Note: Typically a person match instance would be when an existing service user is moving home and a referral has been received for their new home when they already exist in the system on the old home.  Another pathway would be if the Service User is being referred for more or less equipment to mitigate new/different risks.

Troubleshooting

Why is a button missing / greyed out? See Action Buttons in Navigation/Graphic rules.

Why can't I see the data I expect to see? Ensure your Role assignment is correct, if so see Scope

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