Last Modified: 8/4/2025

If an Account closes and needs to be inactivated, or one of the key fields needs to be changed, submit a support request ticket.  Include the following information in the description field:

•  Record ID
• Requested Change
• Reason for Change
• Date of Closure (This is the date the change occurred and not the date of request)
• Attach any supporting documentation such as CMS closure notifications

Before submitting, the business unit is required to confirm the change both internally and with their contract representative.  Supporting documentation from the contract is required to be submitted as part of the ticket.

For example, QIN requests will require internal alignment and approval from their COR before submitting a ticket.

The Salesforce Admin who receives the request will review the request and documentation and process the change/closure.  Should there be open Activities on the Account, or if an Account cannot be closed due to conflicts with other business units, the Salesforce Admin will advise the requestor and a conversation will take place involving representatives from each conflicting business unit, Data Governance, and the Salesforce Admin in order to resolve the issue and complete the request.