The Member Merge feature in Pear Suite allows your organization to combine duplicate member profiles into a single, accurate record. This process is essential for maintaining data integrity, preventing duplicate reporting, and ensuring all member activities and documentation are consolidated in one location.

Step 1 – Verify member identifiers

1. Confirm that both records belong to the same individual before proceeding, as this action cannot be undone.
2. Review multiple data points to ensure accuracy, including:
   • Personal Details: Date of birth and name variations (e.g., "Jon" vs. "John").
   • Contact Info: Phone number and physical address.
   • Insurance: Insurance company, plan details, and CIN.
   • Connections: Linked family members and external contacts.

Step 2 – Initiate the merge

1. Navigate to the Members page from the Main Menu Bar.
2. Locate the member record you intend to keep as the primary profile.
3. Select the Merge icon (represented by a green people symbol).
4. In the resulting screen, search for the duplicate member record and select Merge next to their name.

Step 3 – Side-by-side review

1. Perform a critical review of both records displayed side-by-side.
   • Left Column: Primary Member (the record that will be kept).
   • Right Column: Secondary Member (the record that will be merged and closed).
2. Use the Swap icon (two circular arrows) if you need to switch which record is kept.
3. Click Confirm once you are certain the information is correct and ready to be merged.

Step 4 – Post-merge data management

1. Note that after merging, the secondary member is automatically closed rather than deleted.
2. Review the closed duplicate record to ensure all relevant activities and files transferred successfully to the primary profile.
3. Manually delete the duplicate member once verification is complete to prevent future reporting inconsistencies.

Note: It is highly recommended that your organization develops a Standard Operating Procedure (SOP) to define who is authorized to perform merges and what verification steps are required.