If more than one Child Care Account has been created for the same family, there is a merge feature that can be used to pull the data together under one account. In some cases, it makes more sense to delete an account rather that merging accounts. Deleted accounts can still be viewed in the system and if necessary reactivated.
Additionally, there can be specific situations that can be helpful or require having more than one child care account. One example is a family with foster children. There can be one account for any biological children and a separate account for foster children being paid for by an outside organization. Having separate accounts can help with invoicing or if there is a change of status. Another might be a split family where one parent is responsible for one child's tuition and the other for the other child. Those accounts can be tagged (i.e. Please do not merge) to alert all staff. Staff Notes should be entered to explain the status of each account.
There is not a way to un-merge Child Care accounts from the Administrative side of the system if a merge is done in error. It is recommended to please exercise caution and verify all information before merging any Child Care Accounts. If there are any questions on whether to delete or merge, please contact Support before any steps are taken.
To delete a Child Care Account, follow the steps below:
- Point to Child Care.
- Select Accounts.
- Type the parent (or child) name into the Search box, then select Search.
- Select the individual check box on the left for the account to be deleted.
- Select Remove Account.
- Select OK to complete the removal.
To merge two Child Care Accounts together, follow the steps below:
- Point to Child Care.
- Select Accounts.
- Type the parent (or child) name into the Search box, then select Search.
- Select the individual check boxes on the left for the two accounts to be merged
- Select Merge Accounts. Note: If Merge Accounts is greyed out, both check boxes are not selected.
- Review the text below the arrows to ensure you are merging the desired way and select on the arrow to change the direction of the merge if necessary.
- Select Merge.