Overview
Third-party Payers are designed to manage invoicing for patient treatments that need to be addressed to an entity other than the patient. This allows invoicing to the Third-party on behalf of the patient once the payer has been linked to a patient's account.
Adding a Third-party Payer
Step 1:
Navigate to the Contacts > Third Party Payers page.
Step 2:
Click Add.
Step 3:
Fill in all the Third Party Payers contact information.
Step 4:
Click Save.
Exporting Third-party Payers
A list of all of your Third-party Payers can be exported to a spreadsheet by clicking on the Export button at the top of the Contacts > Third-party Payers page.
Emailing Third-party Payers
You can email your Third-party Payers by clicking on the Send Email button.
Note: You can edit the recipients from the email windows that opens after clicking the Send Email button.
You can find more information on linking a Third Party Payer to a patient file in this article: Invoicing from a Patient File to a Third-party Payer
You can find more information on setting invoice preferences for Third-party's in this article: Third-party Payer Invoice Preferences