Sponsor > Merge

There are instances when a Provider starts rendering child care services while the subsidy authorization is in process. In order to track Attendance, the Provider needs to create a Private Pay Schedule for that child. As part of the process, Sponsor or Parent records may be duplicated between the two types of schedules. The child Sponsor or Parent records can be merged in order to remove duplications created during child setup.

An image showing the parent merge page

Search for a Sponsor

  1. Select the Sponsor activity from the Navigation Bar.
  2. Open the Merge page to view a list of all New Authorizations.
  3. Click on the radio button corresponding to the name of the Parent you would like to merge.
  4. The system generates a list of names of all Potential Matches for the selected Parent.

    5. An image showing potential matches for the selected parent

    Note that, if no matching parents are found, the list displays all potential parents indicating the reason for this result in red bold letters.

  5. Once you locate the correct match, click under Match next to the Parent Name to select the parent record to be merged into the first parent record selected. Your selection activates the Next button.
  6. Press Next to open Confirm Merge. This window is only available if there are parents eligible to be merged.
  7.  Verify the Parents to be Merged records are correct.

    8. An image showing the option to verify or cancel a merger

  8. Press Merge.
  9. KinderConnect issues a message informing you that the merge was successfully completed.