Stored Payers

Stored payers can be viewed and edited in this screen. To open the Stored Payers editor, click Claim Entry/Edit and then Stored Payers:

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Stored payers menu option

 

A new window containing all payers stored in the StoredPayer table will be opened. To create the StoredPayer table, see Provider, Patient and Payer Tables.

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Stored Payer editing screen

The table contains all payers present in the StoredPayer table. Selecting one will fill out the Payer Information form beneath it. Editing the payer fields and clicking Save Payer into Database will modify the contents of the selected payer's row to match your changes.

To create a new payer, click the New Payer button below the Stored Payers table, fill in the Payer Information, and click the Save Payer into Database button to save the new Payer.

To delete an existing payer, select the payer in the Stored Payers table and click the Delete Payer button.

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