Payors in the Client Profile

To add new payor information to a client’s admission:

1. Go to the Client Search screen via Main Menu > Client.

2. Locate and double click on the client using the search filters.

   

3. Click the + under Payors.

   

4. Enter the payer information.

   

5. Click Save.

To update or make changes to a payor on a client’s profile:

1. Go to the Client Search screen via Main Menu > Client.

2. Locate and double click on the client using the search filters.

   

3. Double click on the payer to be viewed.

   

4. Make any changes or updates.

   

5. Click Save.

To view a payer on a client’s admission:

1. Go to the Client Search screen via Main Menu > Client.

2. Locate and double click on the client using the search filters.

   

3. Double click on the payer to be viewed.