Editing Payer

1. Access the Client Section

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

2. Select the Client

• Choose the client whose payer you want to edit.

3. Navigate to the Payers Tab

• Under the Payers section, find the payer you want to edit.

4. Locate the Payer to Edit

• Under the Payers section, find the payer you want to edit.

5. Open Edit modal

• Click on the pencil icon next to the Payer in the Action column to open the Edit Payer modal.

6. Update Payer Details

• In the Edit Payer modal, update the required fields

• • Payer Name: Edit the name of the payer.
  • Member ID: Update the payer's unique identifier (if applicable).
  • Enrollment Date: Adjust the enrollment date if necessary.
  • Set as Primary: Check or uncheck this box to mark or unmark the payer as primary.

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

7. Save Changes

• Click the Save button to apply the changes.

8. Review Updated Payer

• The updated payer details will now reflect in the Payers tab.