Creating a new payor types:

• Select the “Administration” tab located in the top left hand corner. Another selection menu will appear to the right. Select “billing” then “payor types”.
• Click the “add” button located in the upper left hand corner.
• Complete the required fields in the “add new payor type” pop-up and click save to store changes.

Editing payor type:

• Select the “Administration” tab located in the top left hand corner. Another selection menu will appear to the right. Select “billing” then “payor type”.
• Highlight the payor type, then click the “edit” button located in the upper left hand corner.
• Make necessary changes and click save to store changes.

(Note: A user can edit payor type simply by double clicking on the payor type and activating the pop-up.)

Deleting payor type:

• Select the “Administration” tab located in the top left hand corner. Another selection menu will appear to the right. Select “billing” then “payor type”.
• Highlight the payor type, then click the “delete” button located in the upper left hand corner.
• Confirm your action by selecting yes in the pop-up screen.