Deactivate/activate a payer

When you add a 3rd party payer to a patient, it will have Active ticked. By unticking Active, the payer will still be in the patient record but it will not appear as a selectable option. If required, you can reactivate that payer via the billing menu.

Deactivate a patient's payer

To deactivate a payer:

1. Open the patient record.
2. Select the payer in the Payers drop-down.
3. Select Details.
4. Remove the tick from Active.
5. Select Close the save the change.
   The payer will no longer be selectable from this screen.

Activate a patient's payer

To make a payer active:

1. Open the patient record.
2. Select Bill from the top menu.
3. Select Add/Edit Payer.
   The Account Payers screen will open.
4. Select the payer and select Details.
   The Account Payer Details screen will open.
5. Tick the Active box.
6. Select Close the save the change.
   The payer is now selectable in the patient's record.