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Overlapping CPA episodes when merging

Information regarding overlapping CPA episodes when trying to merge.

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Written by Connor Baeza
Merge would produce overlapping CPA episodes

This message can appear when trying to merge two clients. There is a known issue where the system incorrectly detects overlapping CPA episodes, even when the overlaps exist only in the ToClient record.

This issue is fixed in RIO version 24.08.00.

In the meantime, if you encounter this message, please type talk to a person and the Digital Assistant will put you through to a live support agent.

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