Payer Names

Right-click on the Payer Names grid to add, edit or remove a payer name, or to designate a payer name as the display name.  

  • Add Name - Designate the Payer Name and choose the Claim Type using the drop-down (Inst or Prof).  Click OK when finished.  
  • Edit Name - Update the Payer Name and/or the Claim Type using the drop-down.  Click OK when finished.  
  • Delete - Deletes the highlighted Payer Name row.  
  • Set as Display Name - Designates the highlighted contact as a display name.  This can be designated through the context menu or by clicking the Default checkbox on the Payer Names grid.