Editing Payers

1. Access the company dashboard.

2. Optionally, use the Customer Filter to search for a customer account.

3. In the company dashboard, click a customer tile to access the customer account.

4. Click the expand tile arrow on a payer tile.

5. Click EDITbutton in the Payer section. The Edit Payer prompt displays.

6. Edit payer fields in the prompt and click SAVE.

After processing, a message will appear on the bottom right side of the screen indicating that the Payer was updated.