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.

• Zendesk Designer.5.log-1117815581.zip10 KB