Are you seeing numerous duplicate entries on your spreadsheet?
Please use the edit function to make the following changes:
- Name change (marriage, divorce etc.)
- Address Change (client moved)
- Status change: (Left program, deceased, denied, approved, wait list)
- Income change
- Proxy added or removed
Here are some tips to make this process more efficient for everyone.
Is this a RECERTIFICATION?
- If you don't know, check your spreadsheet.
- If they are ON the spreadsheet, you need to find the last email and use it to EDIT the form.
- You must also enter "YES" for "Is this a Recertification?"
SPELLING
Each time ANY client data changes in ANY of the fields, it will create a duplicate entry. This includes:
- first name, last name
- street address
- apartment number
- town or city name
- zip code
- birthday
Addresses
- Do not abbreviate town names (example: WH could mean West Haven or West Hartford).
- Enter Apartment numbers in the appropriate field.
- Be consistent. If the client lives in Apartment 4J and you entered it 4-J last time, continue with 4-J unless that is not correct.
- State: Use the dropdown to select the state of Connecticut.
Use the EDIT Feature:
Using the EDIT feature to correct errors DOES NOT create a dupllicate record.
If you make a spelling mistake, EDIT the form as soon as you are aware.
- A box pops up with every submission, there is a link to edit there.
- You will also receive an email with a link to edit. This is the same process as Recertifying. All client data will auto-fill, just correct any errors.