Payer Status

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

Reactivate a Payer

Follow the steps below to reactivate a Payer. 

  1. Select Customer Setup > Payers.

  2. Place a check in the Include inactive payers box.

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

  4. Select the Payer to reactivate. 

  5. Click OK when the “This payer is currently inactive.” pop-up displays.

  6. Uncheck the Make this payer inactive checkbox.

  7. Click Save.