Payer

• Creating a Payer

  1. Access the Payer Section Go to the Payer section in the left panel. 2. Add a New Payer Click on the blue + Add Payer button at the top right of the page. 3. Fill Out the Payer Details In the Add Payer form, co ...

• Activating or Inactivating a Funding Source

  1. Access the Payer Section Go to the > Payer section in the left panel. 2. Select the Payer Choose the Payer you want to activate or inactivate from the list. 3. Activate or Inactivate the Payer On the top right of the ...

• Downloading a CSV of the Payers

  1. Access the Payer Section Go to the > Payer section in the left panel. 2. Locate the Download CSV Button Once in the Payer section, navigate to the top right of&nb ...

• Editing Payer

  1. Access the Payer Section Go to the > Payer section in the left panel. 2. Select the Payer Choose the Payer you would like to Edit. 3. Open the Edit Payer's General Info Modal Click on the blue pencil icon at th ...

• Adding Services to a Payer

  1. Access the Services Tab Go to the > Payer section in the left panel. Select the Payer to which you want to add a service. 2. Add a New Service Select the Se ...

• Adding Charge Rates to a Payer

  1. Access the Services Tab Go to the > Payer section in the left panel. Select the Payer to which you want to add a service. 2. Add Charge Rates to the Service Sele ...

• Activating or Inactivating Payer Service

  1. Access the Payer Section Go to the > Payer section in the left panel. 2. Select the Payer Click on the Payer for which you want to activate/inactivate a serv ...

• Editing a Payer Service

  1. Access the Payer Section Go to the > Payer section in the left panel. 2. Select the Payer Click on the Payer for which you want to Edit a service. ...

• Billing Setup and Claim Grouping

  1. Access the Payer SectionGo to the Payer section in the left panel.2. Select the PayerClick on the Payer for which you want to edit a service.3. Navigate to the Billing Settings TabClick on the Billing Settings tab at the top of the page.4. Enable Merge ...

• Adding Notes to a Payer

  1. Access the Payer Section Go to the > Payer section in the left panel. 2. Select the Payer Click on the Payer for which you want to add a note. 3. ...

• Editing Payer Notes

  1. Access the Payer Section Go to the > Payer section in the left panel. 2. Select the Payer Choose the Payer whose notes you want to edit. 3. Navigate to the Notes ...

• Deleting Payer Notes

  1. Access the Payer Section Go to the > Payer section in the left panel. 2. Select the Payer Choose the Payer whose notes you want to delete. 3. Navigate to the Not ...

• Viewing Payer Changes History

  1. Access the Payer Section Go to the > Payer section in the left panel. 2. Select the Payer Choose the Payer for which you would like to see the change hi ...

• Uploading Payer Files

  1. Access the Payer Section Go to the > Payer section in the left panel. 2. Select the Payer Choose the Payer for which you would like to upload files. 3. Navigate to the Files Tab Click ...

• Editing Payer Files

  1. Access the Payer Section Go to the > Payer section in the left panel. 2. Select the Payer Choose the Payer for which you want to edit a file. 3. Navigate to the Files Tab Click on the& ...

• Deleting Payer Files

  1. Access the Payer Section Go to the > Payer section in the left panel. 2. Select the Payer Choose the Payer from which you want to delete files. 3. Navigate ...

• Downloading Payer Files

  1. Access the Payer Section Go to the > Payer section in the left panel. 2. Select the Payer Choose the Payer from which you want to download a file. 3. Navigate to the Files Tab Click on ...

• Viewing the Payer Files

  1. Access the Payer Section Go to the > Payer section in the left panel. 2. Select the Payer Choose the Payer for which you want to view a file. 3. Navigate to the ...