To make changes to anything about a Payor, you must first bring a Payor to the screen. To do so, click on Payors on the Side Bar. The All Payors View will appear at which point you must find and click on the actual Payor that you wish to edit. The Payor Detail View will then be displayed.


Make the necessary changes to the record remembering to use TAB to move forward between fields and SHIFT TAB to move backwards. The changes that you make are recorded as you make them.


You may jump to anyone of the tabs, Adjusters, Interest and Payor Numbers, and make any changes there, as well.


Deleting a Payor:


To remove a 'Payor' along with their accompanying information, you must begin in the All Payors listing. Flag the payor in question, and click on the Wastebasket  icon. You will be asked to confirm your intention and, if confirmed, the 'Payor' will be moved into the ‘holding area’ for deleted items.


Please note that 'Payors' with either unbilled services, overpayments, or outstanding balances cannot be deleted. 


Deleting an Adjuster from an 'Payor':



The Adjusters detail screen will appear as follows:



To delete a particular Adjuster, flag the Adjuster in-question and then click on the Wastebasket  icon. The Adjuster will be deleted from the insurance company’s record.


Retrieving a deleted Payor and their information


To retrieve a deleted 'Payor', click on Deleted Items from the Side Bar. A screen similar to the following will appear:



This screen contains a list of every contact and setup item that you have ever deleted from the system. You will notice that deleted Clients, Incidents, Doctors, Other Contacts, Payment Methods, Fee Codes, etc, may all exist in this list. Financial transactions, reminders and clinical notes and documents do not appear.


To retrieve a specific Payor (or any piece of information), flag the payor in question and click on the Retrieve icon. The payor, and all of its associated information, will be retrieved.

Next in: Payors