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Set up a payor

A payor is the person or company responsible for paying for all or part of a patient's care.

Medicare Part A and Medicare Part B are pre-loaded so you do not need to create them manually.

Before you start​

You’ll need a test organization to work from. See Set up an organization.

Create a payor​

  1. Open Payors.
  2. Click New payor.
  3. Enter the payor name.
  4. Choose the payor type.
  5. Click Save.

View a payor​

  1. Open Payors.
  2. Find the payor in the list.
  3. Click the payor name.
  4. Review the payor details.

Update a payor​

  1. Open the payor.
  2. Click Edit.
  3. Change the payor name, type, or other details.
  4. Click Save.

Delete a payor​

  1. Open the payor.
  2. Click Edit.
  3. Click Delete.
  4. Confirm the deletion.

Only delete a payor if it is not needed for patient coverages, billing periods, authorizations, or reporting.