🔗Merging Accounts

This page offers a brief summary of merging personal accounts into an organization's account. It explains some of the advantages and provides instructions for initiating a merge or scheduling it at a convenient time, ensuring a smooth and efficient transition.

What is account merging?

Merging individual accounts into one organization account can make things easier and more efficient. If you have a personal account, you might get an email from your organization asking you to join your account with theirs. Doing this helps bring everything together in one place, making it easier to manage resources and work together.

After receiving the email invitation, log in to your account to see your options. You'll find an announcement offering you a choice: either merge your account right away or set a date within the next week that suits you better. This way, you can decide when the merge happens, making sure it fits your schedule without causing much disruption.

If you choose to schedule the merge, it will take place around midnight on the day you picked, so it doesn’t interfere with your daytime activities. During the merge, you'll be logged out temporarily as your account data and resources move over to the organization’s account.

Once the merge is complete, everything from your personal account will now be part of the organization’s system. This means all your resources are still safe and can now be accessed more easily by the team, fostering better collaboration and making management simpler for everyone involved.

How do I accept a merge invite?

• Check Your Email: Look for an invitation email from your organization asking you to merge your personal account. If you haven’t received one, a clinic manager should contact Mikata to initiate the process.

• Log In: Upon receiving an invitation email, log in to Mikata using your email and password.

• Choose a Merge Option: You should see an announcement that allows you to start the merge right away or schedule the merge. The invitation to merge through one of these options is only valid for a week.

You should see an announcement if you log in after receiving an email invitation.

The announcement can be reopened by clicking on the banner at the top of the appointments page.

• Scheduling a Merge:

  1. You can choose a date within the next week and schedule the merge for that date. When scheduling, the merge will start around midnight of the selected date.

  2. If a date was selected, you can choose to modify the scheduled date as long as the merge has not started yet.

• Starting a Merge:

  1. If choosing to merge immediately, you will immediately be logged out so that the merge can begin.

  2. When logged out, the merge will move all of your account data over to the parent organization. During this time, you won't be able to log in.

  3. You will eventually receive a confirmation email when the merge has been successfully completed. Upon receiving this email, you will be free to log back in.

If the merge was successful, your account will now be a part of the organization. When you receive a confirmation email, you can safely log back in.

What do I do if my merge invitation expires?

You will need to reach out to a clinic manager of the parent organization to resend an invite. This can be done by the clinic manager through the merge dashboard.

A clinic manager will have access to resend invitations for expired merge requests from their settings page.

FAQ

What does it mean to merge my personal account with an organization's account? Merging means combining your individual account with your organization's system. This allows your data, resources, and access to be managed centrally, improving collaboration and efficiency.

Why would I want to merge my account? Merging your account gives you and your organization streamlined access to resources, better data management, and improved teamwork within a unified platform.

How do I know if I need to merge my account? You’ll receive an email invitation from your organization if a merge is required. This invitation includes instructions for logging in and starting or scheduling the merge.

How do I accept a merge invitation?

• Check your email for an invitation from your organization.

• Log in to Mikata using your credentials.

• Choose to either merge immediately or schedule it for a convenient date within the next 7 days.

What happens if I choose to schedule the merge? The merge will begin around midnight on the date you selected. You’ll be logged out temporarily during the process, and you’ll receive a confirmation email once it’s complete.

Can I change the scheduled merge date? Yes, you can modify the scheduled merge date as long as the merge hasn’t already started.

What happens during the merge process? You will be logged out, and your personal account data will be transferred into the organization’s system. Once completed, you’ll receive an email and can log back in under the organization account.

Will I lose any of my data? No, all your data and resources will be safely moved to the organization’s account and will remain accessible.

What if I missed or deleted the merge invitation email? Contact your clinic manager. They can resend the invitation through the merge dashboard.

What if my merge invitation has expired? You’ll need to ask your clinic manager to resend the invitation. This can be done from their settings or merge dashboard.

I don't see the merge announcement when I log in. What should I do? Click the banner at the top of the appointments page to reopen the merge announcement if you've already received the invitation.