Editing a Payer after a Data Conversion

Follow the steps below to edit a Payer after a Data Conversion takes place.

  1. Select Customer Setup > Payers.

  2. Use the Show All button to view all payers. Or use the Search field to further drill down your search.

  3. Select the Payer.

  4. Click the  beside the Clearinghouse Connection field to search for an electronic payer.

  5. Enter your search criteria, then click Search.

  6. Select the Payer

  7. Optional: Modify the payer. 

  8. Click Save