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Billing

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Configure Payers

Show/Hide Payers

  1. Click on Settings~> Billing~> Payers
    Settings
    Billing Payers
  2. Select "Yes" to show or "No" to hide Payers from ChARM database
    Show Hide Payer
  3. Click on "Save" button to save changes

Add Payer

  1. Click on Settings~> Billing~> Payers
  2. Click on "Add Payer" button
    Add Payer
  3. Enter the required details and click on "Add" button to add the payer

Import Payers

  1. Click on Settings~> Billing~> Payers
  2. Click on "Import Payers" button to import payers
  3. Select the ".csv" file from local storage to import payers
    Import Payer List

    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

  1. Click on Settings~> Billing~> Payers
  2. Click on the gear icon and select "View" option to view payers detail
    View Payer

Edit Payer Details

  1. Click on Settings~> Billing~> Payers
  2. Click on the gear icon against the payer name to be edited and select "Edit" option to edit payer details
  3. Click on Update button to save changes

Delete Payer

  1. Click on Settings~> Billing~> Payers
  2. Click on the gear icon against the payer name to be deleted and select "Delete" option to delete the payer
  3. Click on OK button to confirm deletion on the pop up window