Overview:

It is possible to apply a filter to Target Subscriptions, adding a Defined Query as follows:
mah_send_to_crm__c:in:y

Only records that have mah_send_to_crm__c set to Yes or True should be exported.  Sometimes records with mah_send_to_crm__c = N are also included in the export.

Root Cause:

This might be expected behavior. CRM does not allow orphan records. Health Care Organizations (HCOs) set to N can be included in the export, if they are Parents of records which are set to Y.

Example:

Doctor X is affiliated to Hospital Z.
Doctor X has mah_send_to_crm__c = Y (should be included in the export).
Hospital Z has mah_send_to_crm__c = N (should not be included in the export).
As Doctor X cannot be an orphan record in CRM, its Parent is included in the export anyway, regardless of the filter.

Solution:

Check for the presence of Health Care Providers (HCPs) with mah_send_to_crm__c = N in the Export File. As an HCP cannot be the parent of another HCP, this would prove the filter is not working properly. In that case, a Jira should be opened.

To verify if this is the case, proceed as follows:

1. Login to the affected instance via FTP.
2. Reach the directory containing the Export Files.
3. Download the Export for HCPs.
4. Check if there are records with the attribute mah_send_to_crm__c = N.

Related Documentation:

N/A

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