Removing a Payor from the Client Profile

Removing a Payor from the Client Profile

To remove an invalid or expired payor from a client’s profile:

Information icon

Note:

The Rank 1 Payer cannot be deleted.

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. Click Delete.

5. Click Yes.

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