Editing a Payor’s Information on the Client Profile
To update or make changes to a payor on a client’s profile:
| 1. | Navigate to the Client Search screen. |
Main Menu > Client
| 2. | Locate and double click on the client using the search filters. |
| 3. | Double click on the payer to be viewed. |
| 4. | Make any changes or updates. |
| 5. | Click Save. |
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