Merging Institutional Payers

Admin > Institutional Payers

Merging Institutional Payers involves selecting Institutional Payer 'A', and merging them into Institutional Payer 'B'. After the merge, any historical references to 'A' will now refer to 'B'.

  1. Select Admin > Institutional Payers. The Select > Institutional Payer window appears.
  2. Select the payer to be merged with another.
  3. Click

    The Select an Institutional Payer to Merge Into window appears.
  4. Locate and double-click the Institutional Payer record to merge into (the record you want to keep). You will be prompted to confirm this action.
  5. Click

    to confirm the merge.