Use this task to create:
- A payer from another payer
- A plan from another plan
Step-By-Step Guide
Step | Instructions |
|---|---|
| 1 | From the Payers & Plans page, select the payer or plan to be copied. |
| 2 | Click Clone. The relevant Clone Payer window opens.
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| 3 | Enter the New Payer Name or New Plan Name. |
| 4 | Click OK. The new payer or plan is displayed in the list. |
| 5 | (Optional) Select the newly created payer or plan and click Update to modify the pertinent information of the payer or plan. |
| Panel | ||||||
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Payer Page / Referring Physician IDs Tab Plan Page / Referring Physician IDs Tab Plan Page / Paper Claim Options Tab Plan Page / Electronic Claim Options Tab |
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