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How to Merge Providers

The Merge Providers feature allows you to combine duplicate or related provider records into a single provider profile. During the merge, you can choose which provider to keep and which data to move across.

Tips Before Merging

  • Double-check the provider names and ABNs

  • Ensure both providers have the same ABN

  • Review all selected data carefully

  • Ensure the correct provider is being kept active

  • Only merge duplicate or related providers when appropriate
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    ✅ Providers can only be merged if both provider profiles share the same ABN.

Step 1 - Open the Provider Record

  1. Navigate to Providers Section

  2. Open the provider record you would like to merge

  3. Click the three-dot menu in the top-right corner

  4. Select Merge Provider

Step 2 - Choose the Merge Direction

You will now choose how the merge should work.
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Example:


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Option to "Keep Current Provider"

Choose this option if you want to:

  • Keep the current provider record active

  • Move data from another provider into this one

  • Deactivate the other provider

Option to "Merge Current Provider Away"

Choose this option if you want to:

  • Move the current provider’s data into another provider

  • Deactivate the current provider

Select the appropriate option, then click Continue.

Step 3 - Select the Other Provider

  1. Search for the provider by:

    • Provider Name, or

    • ABN

  2. Select the provider from the search results

Click Continue
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Example :

Step 4 - Select Data to Move

Choose which data should be reassigned to the destination provider.
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Available data types may include:

  • Claims & Invoices

  • Notes

  • Documents

  • Payment Summaries

Tick or untick the items you want to move, then click Review.

Step 5 - Review & Confirm

Review the merge summary carefully, including:

  • Source provider (merged away)

  • Destination provider (kept)

  • Data being reassigned
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Once confirmed:

  1. Manually Type in the provider name indicated for confirmation and click Merge Providers

  2. The selected data will be permanently reassigned

Note : ⚠️ This action cannot be reversed automatically.

What Happens After the Merge?

  • The selected data is moved to the destination provider

  • The source provider is deactivated

  • Historical records remain attached to the kept provider

  • Unselected items remain with the original provider
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