Inactivate a Payer

In the event a Payer is no longer in use, you can inactivate the payer to prevent staff members in your office from using it; there is no way to permanently delete a payer.

  1. Select Customer Setup > Payers.

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

  3. Select the Payer to inactivate.

  4. Place a check in the Make this payer inactive box.

  5. Click Save