Removing Duplicate Providers

Step 1: Before deleting any audits for a provider, edit the provider’s name and include a key word (ie. DELETE) to help identify that provider and prevent mistakenly moving audits from the wrong provider.

1. Go to Admin > Manage Lists > Providers
2. Click edit pencil to left of provider you want to eventually delete
3. Add “Delete” to the Last Name of the provider you want to delete.

Step 2: Switch all audits from the duplicate provider to the one provider you want to keep.

1. Go to Audit > Audit Work Queue > View by Audits
2. Critical: Expand the Project Created Start Date to a date prior to when your organization began using Audit Manager. (this will ensure you see ALL audits and move ALL audits, otherwise you may delete an old audit mistakenly)
3. Use the funnel icon to filter on the provider you want to move
4. Check the box to left of duplicate provider’s audits
5. Click Actions > Change Provider > Select the Provider you want to keep

Step 3: Delete the Duplicate Provider

Once all audits for duplicate provider have been moved to the Provider you want to keep you can delete the duplicate provider.

1. Go to Admin > Manage Lists > Providers
2. Click on the duplicate provider name