Find or edit a Payer Task

  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. Locate and click on the Tasks tab from the right-side panel.

  5. Click the Task you want to edit.

  6. Make the desired changes.

  7. Click Done. Otherwise, click Cancel to exit or click the icon to the right of the task to delete it.

  8. Click Save.