Allscripts Duplicate Account Merge Master File

The Vision system allows for duplicate records to be merged. In order for such a request to be processed, the records must match one another for the criteria listed below. All information must be complete for this request to be honored.

New Requirement: Prior to submitting you request, please inactivate all insurance records on the account that is to be deleted. Delete any Alert notes that are no longer applicable.

Claims reviewed by billing staff - please intial prior to submitting to Allscripts:

When the merge process is performed one account will remain as the permanent record (this is the base record). Please indicate which record you wish to keep by selecting "Base" from the drop down menu below.

Base/Merge

Patient MRN#

Base/Merge

Patient MRN#

Base/Merge

Patient MRN#

Base/Merge

Patient MRN#

Base/Merge

Patient MRN#

Base/Merge

Patient MRN#

Base/Merge

Patient MRN#

Base/Merge

Patient MRN#

Helpful hints when choosing the base record:

*Choose the record that has the most complete information. For example, address, phone number, insurance, etc. is not part of the matching criteria so it may not be present on each record.

*Choose the record that has financial information. Generally speaking, a record that has had charges posted is a good bet to have the most updated information.

*Choose the record that has appointment information attached. Documents for this appointment may have already been printed.

Submitted By:

First NameLast Name

Date:

MonthDayYear

Phone Number:

Area CodePhone Number

Fax:

Area CodePhone Number

E-mail:

Internal Use

Completed By:

First NameLast Name

Date:

MonthDayYear

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