Latest revision as of 13:06, 24 September 2013

Payers Tab

The Payers tab allows you to associate a payer with each case. When you create a payer, the payer is automatically associated with the current (or logged in) case of the Administrator or Case Builder.

Payers Tab (Companies) - Elements

Payer Name 

Enter a name for the payer, or change the name of an existing payer.

Address 

Enter or change the address of the payer.

Used in Case 

Displays all of the cases for which this payer is associated. This field will be blank until you associate the payer with a case.

General Buttons

New 

Click to create a new payer.

Save 

Click to save any selections or updates made to the payer information.

Delete 

Click to delete the selected payer and corresponding information.

Cancel 

Click to cancel all changes.