Merge Duplicate Employers/Attorneys
The Ability to Merge Employers/Attorneys is located on the Admin screen.
Admin > Merge Employers/Attorneys

Rules for Merging Employers***
- Merging requires that the records being merged are the same Type.
- If the Type is different, change them to be the same.
- Billable
- Non-Billable
- Policy-Holder Only
- If the Employers are sent across an interface, the merge will set the Employer as inactive rather than deleting it.
- The TPA must be the same on both Employers.
- If CPTs are used on the Employers, they must be the same on both Employers.
- The names of the Employers must be exactly the same.
Merge Employers/Attorneys
- From Admin on the Left Side Menu, select the Merge Employers/Attorneys button.

- Matching On: In the Filter Criteria panel, select the fields that you want on which to match the Employers/Attorneys.
- The name field is checked by default and cannot be changed.
- The name of the Employer/Attorney must be exactly the same.
- You may need to edit the names to make them the same.
- If you checked any other boxes, those must be the same as well.