Payer Notes

Add a Payer Note

Notes can be used to include any special information regarding a payer and can be viewed by all users that have permission to view this screen. Using the notes feature can help your team stay organized and up to date on changes and updates regarding any payers

  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 Notes tab from the right-side panel.

  5. Type any notes. 

  6. Click Save.

Find or edit a Payer Note

  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 Notes tab from the right-side panel.

  5. Optional: Modify your note. 

  6. Click Save.

Remove a Payer Note

Follow the steps below to remove notes from a Payer.  

  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 Notes tab from the right-hand side panel. 

  5. Delete any notes.

  6. Click Save.