Merging Service Provider Records

To merge two or more Service Provider records observe the following steps:

1. Select the Clients>Service Provider sub-menu to open the External Provider list page within the Browser.

2. Search for the Service Providers records that are to be merged by inputting the provider name into the search field. Records matching the search criteria will be presented within the provider list.

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3. To select the Providers within the list that are to be merged, press the CTRL key on your keyboard and select the relevant records.

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4. Click the Duplicate Merge button located within the ribbon bar to open the “Please select the parent record in which you have to merge other records” page within the browser.

5. Select the Parent Record.

6. Select the MERGE button.

7. A pop-up message will be presented, select the OK button to confirm the merge.

8. Data contained within the sibling records will be migrated into the parent, sibling records will have their activity status set to INACTIVE.