Make sure to back up your data, by following the instructions here
, before merging subservices.
The CAREWare Subservice Manager offers a feature for merging two subservices provided to clients. In Central Administration, the subservice merge is performed for all contracts. In a provider domain, the subservice merge can be limited to just a single contract for that provider.
To merge subservices:
1. Log into CAREWare.
2. Click Administrative Options
3. Click Contracts
4. Click Subservice Manager
5. Click Merge Subservices
6. The Filter By Category
drop down menu can help narrow down the list of subservices by selecting a single category. This step is optional.
7. Click the drop down for Subservice
to select the subservice that will be merged.
8. Click the drop down for Subservice under Destination to select the subservice that the first subservice will merge into.
The services to be merged can be seen in the client record on the services tab.
In this case, all dental
services will be merged into Dental Care
This is a preview of the merge process for the Central Administration domain. In a provider domain, users have the option of selecting a specific contract for the subservices merge.
When a specific contract is chosen, only the services funded by that contract will be affected.
For this demonstration, we are merging subservices in Central Administration for all contracts for all providers.
9. Click Merge
The merge success message informs users the subservice that was merged is not deleted. The subservice can be deleted after the merge process if the intention is to eliminate it from use.
To delete the subservice:
1. Click the subservice to highlight it.
2. Click Delete Subservice
In the client's services tab, we can see the service name has changed.
To download these instructions click here
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