> For the complete documentation index, see [llms.txt](https://help.rechat.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rechat.com/appendix/brokerage-set-up/service-network/managing-duplicate-providers.md).

# Managing Duplicate Providers

Use Duplicate Cleanup to find and review potential duplicate providers that already exist within your Service Network.

Rechat scans providers across every Service Type in the account and groups records that may represent the same provider.

Duplicate Cleanup is designed for existing Service Network records. If you are uploading a new provider file, duplicate detection is built directly into the import process.

### Open Duplicate Cleanup

From the **Service Provider Management** dashboard, open **Duplicate Cleanup**.

Rechat scans providers across every Service Type within the account and displays the results.

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FcQVW7SFyxYKLkuFKcvwA%2F2026-08-20_09-47-09.png?alt=media&amp;token=0b4484fa-939d-43b8-83bb-86ac5ff467a7" alt=""><figcaption></figcaption></figure>

### Understand the Duplicate Scan

At the top of Duplicate Cleanup, you'll see a summary of the scan.

#### Providers Scanned

The total number of provider records Rechat analyzed across the account.

#### Duplicate Groups

The number of groups containing provider records that Rechat identified as possible duplicates.

A duplicate group can contain multiple provider records.

#### Exact Matches

Groups where Rechat found matching identifying information between provider records.

#### Needs Review

Groups that require additional Admin review before determining whether the records are duplicates.

### Filter Duplicate Providers

Use the filters at the top of Duplicate Cleanup to view:

* **All** — all identified duplicate groups.
* **Exact** — groups identified as exact matches.
* **Needs Review** — groups requiring additional review.

You can also search the results using provider information such as company, person, or email.

### Understand Why Providers Were Matched

Each duplicate group displays the provider records Rechat believes may represent the same provider.

Rechat also identifies matching information when available. For example, records may be grouped because they have the **same phone number**.

Each group can display information such as:

* Company or provider name
* Contact name
* Email address
* Service Type
* Number of records in the group
* Matching information
* Recommended keeper

The **Recommended keeper** identifies the record Rechat recommends retaining when reviewing the duplicate group.

{% hint style="info" %}
**Important:** Review the provider information before resolving a duplicate. Providers can appear across different Service Types, and similar information does not always mean two records should be combined.
{% endhint %}

### Review a Duplicate Group

Click **Review** beside a duplicate group to inspect the matching provider records.

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2F7T548Mjbrng4ciAe6AG6%2F2026-08-20_09-48-05.png?alt=media&amp;token=d9ef0d23-7d43-43c0-b143-449178de80e7" alt=""><figcaption></figcaption></figure>

### Refresh Duplicate Results

Use the refresh option within Duplicate Cleanup to scan the current provider records again.

This can be useful after resolving duplicate groups or making changes to provider information.

### Duplicates Found During an Import

You do not need to run Duplicate Cleanup before every provider import.

When you upload an Excel or CSV file, Rechat performs duplicate detection as part of the import workflow and identifies:

* New providers
* Existing providers
* Potential duplicates

You can then choose to skip duplicates, update existing providers, or import all eligible records.

**Learn more:** [Importing Providers](/appendix/brokerage-set-up/service-network/importing-providers.md)

### Best Practices

Review duplicate groups carefully before making changes, especially when the same provider or company may legitimately appear under multiple Service Types.

Use Duplicate Cleanup periodically as your Service Network changes to help keep provider records organized and current.

For future bulk updates, use **Update Existing Providers** during import when appropriate rather than automatically creating another provider record.

### Related Resources

* \[Service Network]
* \[Importing Providers]
* \[Using Service Network]


---

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