Before diving into the details, let’s grasp the basics. Payor Management is the feature that allows you to link a patient with an insurance or corporate entity responsible for covering their IPD bills. This can significantly simplify the billing process, ensuring that payments are efficiently handled by the designated payor.
- Begin by verifying if your subscription package includes the Payor Management feature. This option will only be available to users with the specific feature in their subscription. If you’re unsure, refer to your subscription details or contact our support team for assistance.
- Once confirmed, navigate to the patient registration page. You can add a new patient or click on “Edit” option against any existing patient.
- You will find an option to link the patient with an insurance or corporate payor by searching the name of the. Remember, only one member from a single corporate or insurance company can be linked with a patient at one time.
- Enter the details of the insurance or corporate company and click on “Save”.
- Click on “Save” button. All details will be shown on hover of payor name.
