| Follow the instructions below to add an Alert to a payer.
- Go to the Payer section.
- Create New Payer or Search for the payer you wish to associate the alert to.
- Click on the Alerts tab.
- Click on the Add Alert button.
- When the New Alert window opens begin entering the alert information:
- Message: Enter the Alert message
- Global Alert: Show this alert any time this payer is used.
- Show Alert in Patient Section: Show this alert whenever the patient is opened in the payer section.
- Show Alert in Claim Section: Show this alert any time a claim is added or opened for this payer.
- Show Alert in Appointment Scheduler: Show this alert any time an appointment is added or opened for this payer.
- Show Alert in Payment Section: Show this alert when a payment is added or opened for this payer.
- Alert Start Date: Enter or select the alert start date.
- Alert End Date: Enter or select the alert end date.
- Once you are satisfied with your changes, click Save.
 Edit Alert Follow the instructions below to edit an alert: - Go to the Payer section.
- Create New Payer or Search for the payer you wish to associate the alert to.
- Click on the Alerts tab.
- Double click on the alert you wish to edit.
- When the Alert window opens, make the necessary changes and click Save.
Delete AlertFollow the instructions below to delete an alert. - Go to the Payer section.
- Create New Payer or Search for the payer you wish to associate the alert to.
- Click on the Alerts tab.
- Check the Delete box next to the Alert you wish to delete or double click on the alert and check the box called Delete Alert.
- Once you are satisfied with your changes, click Save.
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