Payer Reporting Group

ROLE PRIVILEGES NEEDED: <udl-white>Payer Reporting Group<udl-white>

ADD PAYER REPORTING GROUP | EDIT PAYER REPORTING GROUP | VIEW PAYER REPORTING GROUP | DELETE PAYER REPORTING GROUP

Provides a listing of payers that fit within a specific payer category or type. To add a Payer Reporting Group, go to Settings > Lookup Tables > A/R Support Tables > Payer Reporting Group

ADD PAYER REPORTING GROUP <returntomenu>menu ↑<returntomenu>

Select the <icon-formpos>xxx<icon-formpos><udl-orange>Add Payer Reporting Group<udl-orange> link to add Payer Reporting Group

Enter the required information and select <btnw>   Save   <btnw> when finished.

EDIT PAYER REPORTING GROUP <returntomenu>menu ↑<returntomenu>

Select the Edit Pencil <icon-editpencil>xxx<icon-editpencil> to edit the Payer Reporting Group. You can also end a Payer Reporting Group by adding an end date.

Make the necessary changes and select <btnw>   Update  <btnw> when finished.

VIEW PAYER REPORTING GROUP <returntomenu>menu ↑<returntomenu>

Selecting the Magnifying Glass <icon-magnify>xxx<icon-magnify> icon allows you to view the Payer Reporting Group

The Preview Screen appears

DELETE PAYER REPORTING GROUP <returntomenu>menu ↑<returntomenu>

Select the Trash Can <icon-trashcan>xxx<icon-trashcan> icon to delete the Payer Reporting Group

Interactive Tutorial