How to add/manage payors

To add or update payor information click on the 'Maintain Payors' tab which will bring you to the 'Manage Payors' page.
To add a payor click on the 'Add a Payor' button at the top of the grid.
To edit a payors information click on the payor line item and the grid will expand out for the payor information to be edited.

Please note that if you update a payor it will also affect historical accounts associated with that payor.




When you click on the 'Add Payor' button the grid will expand out to reveal the following fields.
Select the payor type, enter a payor name, if it is a health fund a drop down list will appear with the list of all health funds, select the health fund it is associated with. Enter the payor address if known and click save.





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