Resource Center
Show/Hide Payers
- Click on Settings~> Billing~> Payers

- If your practice is working only with a selected list of payers, then select option "Yes" to "We work with pre-configured list of payers". If you want to auto-suggest payer list from ChARM database, select "Auto-suggest payers" option to "Yes".

- Click on "Save" button to save changes
Add Payer
- Click on Settings~> Billing~> Payers -> Practice Payer List
- Click on "+ Payer" button

- Enter the required details and click on "Add" button to add the payer
Import Payers
- Click on Settings~> Billing~> Payers -> Practice Payer List
- Click on "More Options" (...) icon and select "Import Payers" to import payers
- Select the ".csv" file from local storage to import payers

Note:
- Entries of 500 payers with in the file size of 10MB
- Please select a Comma Separated Values(.csv) file with data arranged in below format
- Payer Name*, Payer Id, Phone Number, Fax, Address Line1, City, State Code, 5 Digit Zip code, 4 Digit Zip Extension Code
- Fields marked with "* " are mandatory
- Please note that, First Row is Column Reference
View Payers
- Click on Settings~> Billing~> Payers -> Practice Payer List
- Click on the gear icon and select "View" option to view payers detail

Mark As Verified
- Click on Settings~> Billing~> Payers -> Practice Payer List
- Click on the "More Options" (...) icon and select "Mark as Verified" option to mark the payer as verified. Only verified payers will appear in the auto suggest option.
- Similarly, verified payers can be marked as "Mark as Not Verified", so that they don't come up in auto suggest.
Edit Payer Details
- Click on Settings~> Billing~> Payers -> Practice Payer List
- Click on the "More Options" (...) icon against the payer name to be edited and select "Edit" option to edit payer details
- Click on 'Update' button to save changes
Delete Payer
- Click on Settings~> Billing~> Payers -> Practice Payer List
- Click on the "More Options" (...) icon against the payer name to be deleted and select "Delete" option to delete the payer
- Click on 'OK' button to confirm deletion on the pop up window