Creating a new payor:
- Select the “Administration” tab located in the top left hand corner. Another selection menu will appear to the right. Select “billing” then “payor”.
- Click the “add” button located in the upper left hand corner.
- Complete the required fields in the “add new payor” pop-up and click save to store changes.
Editing payor:
- Select the “Administration” tab located in the top left hand corner. Another selection menu will appear to the right. Select “billing” then “payor”.
- Highlight the payor, 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 simply by double clicking on the payor and activating the pop-up.)
Deleting payor:
- Select the “Administration” tab located in the top left hand corner. Another selection menu will appear to the right. Select “billing” then “payor”.
- Highlight the payor, then click the “delete” button located in the upper left hand corner.
- Confirm your action by selecting yes in the pop-up screen.
Disable and Enable payor:
- Select the “Administration” tab located in the top left hand corner. Another selection menu will appear to the right. Select “billing” then “payor”.
- Double click on the payor to active pop-up.
- Use the “active” switch in the upper left hand corner of the pop to disable or enable the payor.
Viewing inactive payors:
- Select the “Administration” tab located in the top left hand corner. Another selection menu will appear to the right. Select “billing” then “payors”.
Use the “show inactive” switch located in the upper left hand corner to view inactive payors.