How to Merge Suspect Duplicates

Occasionally, you may need to merge two suspected duplicate members into one member.

Optionally, you can:

• Reset your entries. To clear the fields and remain on the page or panel, click Reset.
• View or add notes. To view or add notes for this record, on the action bar, click Notes.

• Cancel your entries. To close the page or panel without saving your changes, click Cancel.

To merge a suspected duplicate

1. On the Member menu, click Merge Suspect Duplicates.
2. Search for the target member.
3. On the Merge Suspect Duplicate Members page, in the Suspect Duplicates panel, select if you want to perform the merge online or using a batch process.
4. In the Suspect Duplicates table, if the source you want to merge with the target is not listed, add the member:
   1. Click Add Suspect Duplicates.

   2. In the Add Suspect Duplicates panel, complete the fields.

      Tip: You can search for a particular source member.

   3. On the Add Suspect Duplicates action bar, click Save.

5. In the Suspect Duplicates table, select the member you want to merge with the target.

   • Select Merge to merge the suspected duplicate.
   • Select Exclude to exclude a member in the list from the merge process and delete the suspect duplicate relationship.
   • Select nothing and the member is ignored in processing and remains in the list of suspected duplicates for the target.

   Note: Only one member can be merged at a time. More than one member can be excluded.

6. On the Merge Suspect Duplicate Members action bar, click Save.

   ??? <<What exactly is the result of this action? Are claims automatically merged? What member information is merged automatically? Does anything have to be manually?>>

See Also

Merge Suspect Duplicate Members Page

About Merging Suspect Duplicates

What Is Transfer Claims?

How to Search for a Member

About Members

Version as of 5/16/14.