The following information outlines the practice data that can be transferred between practices in the event of a practice location merge.
Practice Data
A mapping document is provided by the Conversion Specialist. The practice must provide mapping information on the following items:
- Insurance Companies
- Encounter Templates
- Contact Lens Products
The doctor from the source practice will need to be added as a employee/provider in the environment of the practice that is acquiring the new location(s). This is needed to create the appropriate reference to the provider associated to the imported last exam. Once the merge is complete, the new doctor's employee file can be deactivated.