Merge Duplicate Employers/Attorneys

Merge Duplicate Employers/Attorneys


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  

  1. From Admin on the Left Side Menu, select the Merge Employers/Attorneys button.

  1. 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.
​
  1. Select the checkboxes for the Employer/Attorneys you want to merge.
  2. Select the Merge button.

  1. Select the Employer/Attorney that you want to Merge into.
  2. Select the checkboxes denoting that you understand the results of this merge.
  3. Select Save [F2].



***Example of an Employer scenario that cannot be Merged

If the merge rules are not met, when you select one of the checkboxes, the other Employer will disappear.
  1. The names are exactly the same and both appear in the Merge list.

  1. However, if one of the checkboxes is selected, the System removes the other Employer because the employers do not meet the merge criteria.

  1. Reason: One Employer Type is Billable and the other is Non-billable.
    1. If both are changed to be the same, they can be merged.

  1. When the Non-billable Type is changed to Billable, they can now be merged.