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Payer Categories

The Payer Categories feature enables users to group payer types into custom payer categories. Agencies can create payer categories and identify which payer types to group into each category. Once categories are created and payer types are grouped, line items in the Claim & Invoice Activity Report are automatically grouped by the created categories.

To Group Payer Types into Custom Categories:

Admin tab ➜ Company Setup ➜ Billing/Financial tab ➜ Payer Categories section ➜ Add Payer Category

Adding payer categories automatically groups line items in the Claim & Invoice Activity Report by category.

To Access the Claim & Invoice Activity Report:

Reports ➜ Report Center ➜ Billing/Financial Reports ➜ Claim & Invoice Activity Report

For additional details, visit the Claim & Invoice Activity Report page.

Updated on 12/03/2019