Map Multiple Client Payers

Overview

This article helps you map several client payers at one time. You may need this when many client payers should point to the same payer record.

Before you begin

• You need at least one row in Your Payers.

Steps

1. Click Config.
2. Click Eligibility.
3. Select one or more rows with the checkboxes.
4. Click Map Selected.
5. Enter text in Search Payers.
6. Click Select on the payer you want to use.
7. Click Map Selected again.
8. Confirm the prompt.

Troubleshooting

• If Map Selected does not appear, then select at least one row first.
• If some rows fail during bulk mapping, then review the error summary. The rest of the rows may still have mapped successfully.
• If you selected the wrong rows, then click Clear and select them again.