How do I merge duplicate accounts?
If a family has more than one account or application in progress, the Binti Support team can help you combine them. To start the merge process, type “Talk to a Human” in the chat widget and provide the following information:
- The names as they appear in Binti (for example, "Marigold Martin" or "Sunflower Simpson/Petunia Prater" or "Homer/Marge").
- The associated Family ID / RFA# / License #.
- Indicate which application you would like to keep. All information from the other accounts will be merged into this one.
- If any accounts have email addresses you’d like to retain, let the team know which email to use.
- If applicable, provide the agency CWS/CMS Home ID that should be kept.
Note: some agencies refer to accounts as "applications" or "profiles".
What happens when I merge?
When a merge is completed, all information from both applications (including documents) is combined into the primary application. The dashboard percentages will update to reflect the merged data.
The applicant's experience is not affected, unless their login email is changed as part of the merge. In this case, they may need to reset their password. We can send them a password reset email as part of the merge process, or you can do so yourself by clicking "Send Password Reset" on the Applicant Data page.
Why are there duplicates?
Duplicate accounts appear when a family has more than one record in the system. Common scenarios include:
Duplicate applications in the "Recruiting" or "Applying" tabs
This can happen when an agency creates an account for a family, and the family also signs up independently, resulting in two active applications.
Returning families
If a family was previously approved and is now restarting the process, their old application may still exist in the system. Merging allows historical documents—such as prior home studies or training certificates—to be preserved in the Other/Misc section of the new file.
Closed or withdrawn applications
A closed or withdrawn application can also appear as a duplicate if the family reapplies. If merged, the original record will no longer appear in the "Closed" or "Withdrawn" tab.
Once merged, the duplicate accounts will no longer appear in the application dashboard. If maintaining a visible history of prior licensing periods is important for auditing or reporting, do not request a merge.
How do I know if there are duplicates?
Binti flags potential duplicates on the Applicant Data page when the caregiver’s phone number or address matches another account. If present, this notification will appear near the top of the page, just above the primary applicant's information table.