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The functionality to merge Providers can be found by going to the Home Workspace, Global Administration Menu Group, expanding the Provider Administration Menu Option, and selecting Merge Providers.
| Please Note: The Merge From Provider’s transaction records will be transferred and re-associated with the Provider selected in the Merge Into Provider field. The Provider in the Merge From Provider field will be soft deleted from the system once the merge is finalized. |
- Select the Add New button at the top of the form.
- Select a Merge From Provider and a Merge Into Provider.
- Select Save.
- Once saved, the newly created record will appear on the Merge Providers search form with an Unmerged status.
- Select the Action button, followed by the Merge option to finalize the merge.
