We have a dedicated section in Practice Settings to add and manage Payors in CareStack.
Watch this video for a complete understanding.
Let's get started!
- Navigate to the System Menu > select Practice Settings.
- Click Payor.
Click + Add New Payor.
- Enter the Payor Name.
- Select the Carrier.
- Choose the Colour.
- Click Save.
A toast notification will appear on the top right stating, 'Payor Added Successfully'.
To make changes, click Edit on the corresponding payor.
Click Save after making the desired changes to the newly added payor.
- A toast notification will appear on the top right stating, 'Payor Updated Successfully'.
You can view the list of payors when adding or editing a patient's payor information in the system.
| Note: You can assign a Fee Schedule to a payor in Practice Settings > Assignments. To learn more, click here. |
Practices can use this simple guide to learn how to add and manage payors in CareStack.