How can I merge two accounts?

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    Asked on May 25, 2016 at 04:54 PM


    I received the email about your policy change and how the free account only supports 500 submissions. What I didn't realize is that our office has a paid account but because we had created the free account first, we kept using this. 

    How can I migrate all my data from the free account to our paid account?

    What other information will you need?


    Thank you.

  • Profile Image
    Answered on May 25, 2016 at 06:55 PM

    I am assuming that physicianrelations is you FREE account. If you wish to move the 67 forms in this account, please let us know the destination account. We will be glad to transfer all the forms and data to your paid account.