Changing a Payer

Follow the change payer process when you need to update a client’s new payer. You’ll need the client’s Medicaid ID prior to starting the process. 

1. 1. Open the client’s profile and select the Program tab.
2.  
3. 2. In the Payer Details section, select CHANGE PAYER. 

 3. After selected, you will be asked if an invoice is already created for this client. If there are invoices/Batches they would need to be cancelled. At this time, you can build schedules for one client so you can CONTINUE. 

                

4. 4.  Add the Effective Date of when the new program went into effect. 

                    

5. 5. Use the checkbox to Update Service Begin Dates. Select CONTINUE. 

 

5. 6. In the next window, select the new Program, select the new Payer, and the Bill Rate. It’s very important to enter the Customer Number and Medicaid ID, it is not an editable field in the profile. Once filled in select CONTINUE.  

 

6. 7. The Confirm Updates is just confirming you want schedules and diagnosis to copy to the new chart, select CONTINUE. 

7. 8. The system will outline the changes and will confirm you want to complete this process; it cannot be undone. (Note: if this client as a permanent template, it will not duplicate over – only the individual schedules) 

 

8. 9. In the client’s chart there will now be two charts an Inactive and Active option. Select the Inactive chart, open the authorization and end date as of 6/30/2024. 

 

Note: Look for the contact and auth to come over