HuBERT
Structured Exercises
Create Duplicate Participant
CRITERIA:
Complete “Out-of-State Transfer for New Participant” exercise
Use same first, last name and DOB as participant you already created
Use different address and telephone number
Prescreen participant so that Potential Duplicate Participant screen opens.
Do not create new record – duplicate record.
I ndicate record created for “Out-of-State Transfer for New Participant” exercise is same
record.
Keep address and telephone number entered for this participant.
How to NOT create potential duplicate record:
o Click Create New Household icon
o Enter Prescreen information
o Enter exact same last name (for first three letters) as another participant in
statew ide database
o Enter exact same first name (for first three letters) as another participant in
statew ide database
o Enter same date of birth
o Enter different address
o Enter different phone number
o Click OK button
o Click record from “Out-of-State Transfer for New Participant” exercise (if not
already selected/highlighted)
o Click Open Existing Folder
o Click Yes on message to update address/telephone information