Overview
To keep your database organized and accurate, you can consolidate duplicate payer records into a single "master" profile using the Merge Payer tool.
🔗 How to Merge Payer Records
Follow these steps to combine two or more duplicate records:
Navigate: Go to Payers in the left navigation bar.
Select Base Payer: Locate one of the payers you wish to keep as the primary record and click the Edit Payer (pencil) icon.
Initialize Merge: Scroll to the bottom of the screen and click Merge Payer.
Select Duplicates: Choose the additional Payer(s) from the list that you would like to merge into the original record.
Review & Confirm: Click Merge.
⚠️ Resolving Discrepancies
The merge is not complete until you manually resolve any conflicting information between the records.
Data Validation: If the original payers had different information (such as different phone numbers or addresses), both sets of data will appear on the screen.
Action Required: You must choose the "good" data to keep and delete the "bad" data.
Error Prevention: If you attempt to save without resolving these duplicates, a red pop-up message will prevent the action.
Finalize: Once the data is cleaned up, click Save at the bottom of the screen to finish the process.
Note: Merging is permanent. Ensure you have selected the correct records before hitting Save, as all payment histories and schedules will be moved to the primary profile.