Overview
Over time, you may find duplicate payer records within your software. To keep your data clean and organized, we recommend using the Merge Payer function.
How to Merge Duplicate Payers
Go to Payers in the left navigation bar.
Locate one of the Payers you wish to merge.
Click the Edit Payer icon.
Click Merge Payer at the bottom of the screen.
Select the specific Payer(s) you would like to merge into the original record.
Click Merge.
Important: Resolving Discrepancies
Note: The merge is not finalized until you resolve data conflicts and save your changes.
If the original records contain different information in the same fields (e.g., different phone numbers or addresses), all versions will display on the screen.
Review: Carefully look over all areas of the proposed merger.
Clean Data: Select and save the correct information and delete the "bad" or outdated data.
Validation: If you attempt to save while unresolved duplicates remain, a red pop-up message will appear to guide you.
Finalize: Click Save at the bottom of the screen to complete the process.