Updating Payer Details

You will find the details about a client’s program all on one page in the Client Program tab. In addition to the Program, you’ll find details on the Services, Payers, and Authorizations here.  

1. 1. From Client Management, choose the client, then go to the Program tab. In the Payer Details section, you can ADD PAYER or edit the Payer shown. 

2. 2. Complete or update the fields in the Payer Details window. You will be able to choose the Payer Name and Bill Rate using drop-down menus. Then select SAVE.  

                                      

3. 3. If there are multiple payers in the program, all payers will be listed in the section. Notice the Payers’ Rank display in the window.