I'm not sure if this is just something that I noticing now or it's new but I am getting spouses overwritten :(

Here is the situation

I import a gift from John & Jane Doe

Import File:

First Name: John

Last Name: Doe

Spouse First Name: Jane

Spouse Last Name: Doe

In RE I have a record with Jane Doe as the primary and John Doe as a non-constituent spouse

When I import the file IOM pops up a choice of matching to John Doe/Jane Doe (with little rings) or Jane Doe/John Doe so I pick the one with rings since it lines up correctly.

But now when I open up the record it now says John Doe & John Doe :(

Also, it doesn't give me the pop-up about changing the bio fields on the spouse record.  Maybe I am missing something?

Hi Melissa,

I've been running into the same problem with our patient file, that we import into List Management. We are running 3.2 and in re-reading the documentation to see if I had a setting wrong that was preventing the non-constituent spouse from getting promoted to a full constituent, I came across this: "If you have the List Management module and are importing Wendy into a LM list, any non-bio/address information is written to Robert regardless of these settings.  Wendy will still be added to the list."

This is exactly our problem and sounds like it is by design. I've had to manually promote those constituents, so the non-bio information was on their record.

Omatic is there any plans to provide the same functionality in List Management to promote the non-constituent to Full Constituent?

Jonathan Meester

Foundation Application Systems Analyst

OSF Healthcare Foundation

Hi Emily,

I'm thinking yes, but maybe I'm missing something. 

I'm importing weekly patient files using List Management and often times it's a non-constituent spouse that was the patient. When I go to add an Action that contains all the relevant information about that particular discharge, if I don't promote the non-constituent spouse to a full constituent, the action ends up on the full constituent spouse who wasn't a patient.

This affects who gets pulled into our biweekly meetings then. I don't necessarily need all of these non-constituent spouses promoted, but I do need the Action to reside on the non-constituent spouse.

Any suggestions?

Jonathan