Adding Payers to Clients

1. Access the Client Section

• Go to the > Client section in the left panel.

2. Select the Client

• Choose the client for whom you want to add a payer.

3. Navigate to the Payers Tab

• Click on the Payers tab at the top of the client's page.

4. Add a New Payer

• Click the + Add Payer button to open the payer details model.

5. Fill in the Payer Information

• In the Add Payer model, fill in the required fields:

  • Payer Name: Enter the name of the payer.

  • Member ID: Enter the payer's unique identifier (if applicable).

  • Enrollment Date: Enter the date in MM/DD/YYYY format.

• Check the Set as Primary checkbox if this payer should be marked as the primary payer.

6. Save the Payer

• Click the Add button at the bottom right of the model to save the payer.

7. View the New Payer

• The newly added payer will appear in the Payers tab. If marked as primary, it will be highlighted as the primary payer.