Editing Payer Notes
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 whose notes you want to edit.
3. Navigate to the Notes Tab
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- Click on the Notes tab at the top of the page.
4. Edit the Note
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- Find the note you want to edit in the notes table and click on the blue pencil icon to the right of it.
5. Update the Fields
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- Edit the Subject and/or Body fields as needed.
6. Save Changes
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- Click Save to apply the changes. The updated note will reflect in the notes table.
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