How to correct social securty and date of birth errors

Author: Howie River | Date Created: May 14th, 2025 | Date Updated: July 15th, 2025

What this is

Need to edit a client's Social Security Number or Date of Birth? This article will show you how.

What you need to know

Social Security Number and Date of Birth can have a partial answer, or a response that has no data. While this may be all the data you have, a report might flag these responses as errors. If you can get more accurate data later, you should update the information in the client profile.

Follow these steps

On the Client's Dashboard, click on Profile.
In the Basic Client Information section, you can update the incomplete data for Social Security Number.

If you enter a full list of nine digits, the SSN Quality field should automatically switch to Full SSN. If you enter a partial list of digits, it will automatically switch to Approximate or partial SSN reported.
Scroll down to the Basic Client Demographics section. This is where you can update the incomplete data for Date of Birth.

If you enter a full date in the Birth Date field, you can then select Full DOB Reported for Date of Birth Quality. This will fix an error listed in a report.
When the data has been corrected, click the Finish button.

When you are done

If your still struggling, don't hesitate to reach out to the Helpdesk!