Merging insurance carriers

You can merge duplicate insurance carriers or merge an insurance carrier that was entered in error with another carrier. The following will be moved from the incorrect carrier to the correct carrier: insurance plans, bulk insurance payments, and contracted providers.

Notes:

• Merging insurance carrier requires the "Merge Carriers/Migrate Plans" security right.

• The merging of insurance carriers cannot be undone.

To merge insurance carriers

1. On the Home menu, under Insurance, click (or tap) Carriers.

   The Insurance Carriers page opens.

2. Select the insurance carrier to delete.

   Tip: To help you locate an insurance carrier quickly, in the Filter box, enter part or all of a carrier's name, plan/employer, or group number to filter the carrier list so that it displays only those carriers that match what you enter.

   

   The options for editing the insurance carrier's information become available.

   

3. Click (or tap) Merge Carriers.

   The Merge Insurance Carriers dialog box appears.

   

4. Under Corrected Carrier, to select the insurance carrier to keep, in the Carrier Name box, begin typing part of a carrier's name, plan/employer, or group number to view a list of matching carriers, continue typing as needed to narrow the results list, and then select the correct carrier.

   

   

5. Click (or tap) Next.

   The Merge Options tab is selected.

   

6. Select which insurance carrier's settings (Expected period of Insurance claim resolution and Printed claim format) you want to keep.

7. Click (or tap) Next.

   The Confirmation tab is selected.

   

8. Click (or tap) Merge.

Note: A note regarding the merge (which includes the old and new payer IDs and the date of the merge) is automatically added to each claim that is affected by the merge.