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What should I do if I added a provider to the wrong customer account?

posted Mar 8, 2018, 1:15 PM by Unknown user
If a provider and/or specific tax id was added to the incorrect customer account, please proceed with the following two steps:
  1. Add the provider to the correct customer.
  2. Inactivate the provider within the incorrect customer. 
If when adding the provider to the incorrect customer a Tax ID Add-On fee was assessed, it is recommended that the Authorized Rep on the account submit a credit request for reimbursement. Note: The original submitter id will be terminated if no other providers are affected. Any agreements will need to be re-completed in the correct customer for electronic services.