Open Payers for Eligibility Setup

Overview

This article helps you open the config area used for eligibility setup. You may need this when you want to map your client payers, review eligibility support, or check enrollment status.

Before you begin

• You need access to Config.
• Your organization must have the eligibility feature enabled.

Steps

1. Click Config.
2. Click Eligibility.
3. Click Your Payers to manage your organization's payer mappings.
4. Click All Payers to review the payer catalog and eligibility support.

Troubleshooting

• If you do not see Payers, then your role may not have access or your organization may not have eligibility enabled.
• If you expected a separate Eligibility menu item, then use Payers. That is where eligibility setup is managed.