Covered Recipients: Resolving Duplicates through Deactivation or Merge

Questions -

Is there a way in the new MMIS system to combine/Merge/Link two or more CR records? IF not, how do we remove one of the duplicates so they are not accidentally used by end users?

Answers -

MediSpend checks for duplicates based on NPI and the CRs name.

If you attempt to create an additional CR in the system with the same information, the system will flag it as a duplicate.

If however, you created a CR without an NPI, The system will not identify the duplicate until the initial CR record has been updated with full and complete information. In this case you may end up with spend associated to an incomplete CR.

To resolve this manually and deactivate the duplicate:

We recommend assigning all spend to the CR profile of your choosing(that which has the most up to date and accurate information). Once complete, remove all of the identifiers from the duplicate CR and rename the CR 'DO NOT USE'. This will ensure the spend is associated with the active CR and eliminates the duplicate. Naming it 'DO NOT USE' will prevent users from associating spend in the future. 

To Merge/Combine/Link these CR's together,  Please reach out to [e-mail] and our team can assist you in performing the CR merge through a bulk CR import Update.