Editing Payer Files
1. Access the Payer Section
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- Go to the > Payer section in the left panel.
2. Select the Payer
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- Choose the Payer for which you want to edit a file.
3. Navigate to the Files Tab
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- Click on the Files tab at the top of the page to view all files associated with the Payer.
4. Locate the File to Edit
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- In the files table, find the file you wish to edit.
5. Edit the File
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- Click on the blue pencil icon on the right side of the file's line in the table.
6. Make Necessary Changes
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- The Edit File pop-up window will appear. Make the necessary changes to the fields or replace the file as needed.
7. Save Changes
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- After making the desired edits, click Save at the bottom of the pop-up window.
8. View Updated File Information
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- The updated details of the file will be reflected in the files table.
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