Hi! I couldn't find a List Management forum. Please excuse me if I'm in the wrong place.
We were doing our first patient import to LM on our own, and I thought we had it. We're asking to search for non-constituent spouses, and I'm matching to the line with the wedding ring (and the spouse's name). When my list was done, however, those patients were on the list as non-constituents only--the constituent box wasn't clicked. Any thoughts for a wrong box clicked somewhere?
In your profile, in the List Management box on General Settings, do you have the option selected to "Add all records as 'full' constituent records"?
Or, do you have the option selected to "Apply task workflow" that includes the task, "Promote to full constituent"?
If not, the non-constituent spouse will be in the list as a non-constituent until the record is promoted to a full constituent.
Please let me know if you have any questions.