Merge Billing Types

The Merge Billing Types tool can be used to merge duplicate billing types.

In the Main Menu, click Tools, Misc Tools, Merge Billing Types.

A billing type is assigned to each patient, but can optionally be assigned to procedures, clinics, insurance plans, dunning messages. When merging billing types, the billing type that is kept is used in these places.

To merge billing types:

  1. Billing Type to merge into: Use [...] to select the billing type to keep. The billing type entered below will merge into this one.
  2. Billing Type to merge from: Use [...] to select the billing type to remove.
  3. Merge: Click to merge billing types. A confirmation message will appear warning the user this action cannot be undone.
  4. Click Yes to continue. Once done, a successful message will display.

Once the merge is complete, anywhere the Billing Type to merge from (Step 2) is in use will be replaced with the Billing Type to merge into (e.g., patients' billing types will be reassigned, etc). The Billing Type to merge from will be marked Hidden in Definitions: Billing Types. Billing types used in automation are not updated. Automation should be reviewed after merging types.