Find and Merge Duplicate Insurances

Find and Merge Duplicate Insurances

The merge process cannot be undone

1. From the Admin Dashboard, select Merge Insurances.

2. Enter Filter criteria for the insurances you want to merge.
3. Click Search to find the duplicate insurances.
4. Select the checkboxes beside the insurances to merge.
5. Click Merge.

    

6. Merge Into: From the dropdown list, choose the Insurance to merge the other insurance into.
7. Select the WARNING checkbox for: I understand that this process cannot be undone and may affect my reports. (This verifies that you understand the Warning.)
8. Click Save (F2).

    

The Results of the Merge

• If Alternate Mailing addresses are used, they will be merged into the Destination Insurance, and the Alternate Mailing Address for the Patient's original Insurance will be updated to the Destination Insurance.
• All Patient Policies from the merged Insurance will be updated with the Destination Insurance.

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