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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 window opens.

 

3Enter the New Payer Name or New Plan Name.
4Click 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.

 

 

 

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