Purpose: When the EI Referral Case is created, there is no associated Client in the “Child Name” field. To create and associate the contact, the user will select the Duplicate Contacts box in the far-right column from the EI Referral Case Details screen.  

1. This will run a search for duplicate contacts in the EI Data System, with two possible results:

   If a duplicate is found, click the appropriate SELECT box and click Save.

b. If no duplicate contact is found, the user will click the Create Contact button

This will create a new Client contact, Client Family contact(s), and Household Account for the EI Referral Case

NOTE: All demographic information is saved to the client contact, Client Family  contact(s) and Household Account once at the time of creation.