View Clients by Insurer or Payer

  Permissions: All Users can access. Information displayed will be different based on Permission Level.

Occasionally you may want to view Clients by Payer. You Payers by either Primary or Secondary Payer. 

View Clients by Payer

1. Click Clients in the navigation bar, then select either All Clients or My Clients from the drop-down.
2. Click the Customize Grid drop-down.
3. Select Primary Payer and/or Secondary Payer.
4. Use the Search box to filter for a specific Payer.

Only Clients with that Payer will pull into the list. 

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