What happens to historical data when I change my reason code?

When updating reason codes, it's important to understand how changes impact historical and future data—this guide breaks down the two key approaches.

Update historical data to the new reason code name

Ensure you keep the same reason code ID

This means once the name is changed, all historical and future data will retain and reference the new name.

Retain historical data with the old name

Ensure you change/update the reason code ID

This means once the name is changed, from that date onwards, that reason code will reference the new name. All historical data will retain the old name.