(UPDATE JANUARY 2025)
Bulk Sub-Account Transfers Are Now Available In-App!
Help Portal Article for Bulk Transfers
Please review This Article for single In-App Transfers
(November 2024) WE NOW ALLOW SUB-ACCOUNTS WITH HIPAA ENABLED TO BE TRANSFERRED TO A NON-HIPAA AGENCY!
***RESTRICTIONS***
1. Sub-Account transfers will move the entire sub-account to another agency. It will NOT copy the sub-account
3. All data will be unedited, we WILL NOT edit individual parts of a sub-account before or after transferring a sub-account.