Auto-Map Payers

Creation date: 6/12/2026 10:29 AM    Updated: 6/12/2026 10:29 AM

Overview

This article helps you queue automatic payer mapping. You may need this when you want the system to try matching your client payers in bulk.

Before you begin

  • You need access to Your Payers.

Steps

  1. Click Config.
  2. Click Eligibility.
  3. Click Auto-Map Payers.
  4. Wait for the success message.

Troubleshooting

  • If you see Auto-Mapping..., then the job is still being queued or started.
  • If the list does not update right away, then wait a few minutes and refresh. The auto-mapping job runs in the background.
  • If auto-mapping does not give the result you want, then open a row with Edit and map it manually.