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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 

Clone window opens.

 

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3Enter the New Payer Name or New Plan Name.
4Click OK.
The new payer or plan is displayed in the list
Depending on the item being created, the Payer: [name] page or Plan: [name] page opens.
5
(Optional) Select

Update or modify the newly created (via clone) payer

or plan and click Update to modify the pertinent information of the payer or plan.

 

 

 

/plan:

6Click Save to save the changes.