Merging Customer Records

Merging Customer Records

If duplicate customer records are ever created within MediRoutes, there is a way to merge those customer records together into a single record.  This makes it easier to utilize the customer search and to properly view all trips in a date range for a specific customer.  The steps below will walk through exactly how you can merge a customer. 

Merge Customer

Step 1 - Navigate to the customer tab and search for a customer

A – Click on the Data link.

B – Make sure you are on the Customers tab.

C - Search for the customer by entering the first few characters of their first and last name.

D - Click on the Search button. 

Step 2 - Highlight all customer records you wish to merge, and click merge. 

A – Click on the customers you want to merge to highlight them.  You can select multiple customers by holding down the ctrl button on your keyboard as you click. 

B – Click on the Merge button. 

Step 3 - Follow the instructions within the pop-up screen 

A – You are prompted to select the customer you want to keep.   Determining which to select is sometimes difficult, but generally, you want to select the customer that has the most data and whose Client ID is accurate, if they have a valid Client ID.  

For ModivCare providers who have been impacted by the new API, you would select the newest customer record.

B – Click on the Ok button.

C Chris is the author of this solution article.