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Kareo Help Center

Merge Insurance Companies

Updated: 12/18/2019
Views: 3412

If you have multiple entries of the same insurance company, you can easily merge them using this feature. 

Merge Insurance Companies

  1. Click Settings > Insurance > Merge Insurance Company. The Merge Insurance Companies window opens.
Desktop_MergeInsuranceCompanies_Navigate.png
   
  1. Find an insurance company to be merged then click to select it > Add to Selection. The insurance company is added to the lower section of the window. Repeat this step for all insurance companies that need to be merged into one.
    Tip_Icon.pngTip: When there are multiple insurance companies listed, use the Look For search bar (to enter all or part of a keyword for the insurance company) and the optional filters to locate the duplicate entries. Then, click Find Now
  2. Once all insurance companies to be merged are listed in the lower section, click Merge. The Merge Insurance Company Details window opens.
Desktop_MergeInsuranceCompanies_FindandAdd.png
  1. Click to select each insurance company listed and review the GeneralPaper Claims and Electronic Claims information to ensure the selected companies need to be merged. Keep the insurance company with the most accurate information selected, and if applicable, make any necessary changes to the settings.
    • To remove a company from this list, click to select it > Remove.
  2. Click OK to merge. The insurance companies are merged.
Desktop_MergeInsuranceCompanies_Merge.png

 

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