Map a Client Payer

Overview

This article helps you map one client payer to a payer record in the system. You may need this when a payer is unmapped or mapped to the wrong record.

Before you begin

• You need at least one row in Your Payers.

Steps

1. Click Config.
2. Click Eligibility.
3. Click Your Payers.
4. Find the client payer you want to map.
5. Click Edit.
6. Review the Map Payer dialog.
7. Enter text in Search Payers.
8. Review the matching payer list.
9. Click Select on the payer you want to use.
10. Click Save.
11. Confirm the remapping prompt if it appears.

Troubleshooting

• If you cannot click Save, then select a payer first.
• If the row you selected already shows Currently Mapped, then pick a different payer or close the dialog.
• If the enrollment status changes after remapping, then that is expected. Remapping resets the eligibility enrollment status and the status updates after syncing with the clearinghouse.
• If you cannot find the payer you need, then search by a broader name and review the Stedi ID column.