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How to Apply Payors to your Offices

This article will walk you through adding payors to your office. This article will assist you with the authorization process if you are unable to add a payor.

Apply Payors to your Office 

Once you’ve finished adding your payors, services and rates, next is to apply the payors to your office. To do so, please complete the following steps:  

Step 1: Access Admin Menu  

  • Navigate to and click “Admin” in your toolbar 

Step 2: Locate Office Menu 

  • Scroll down until you see “office” in the menu on the left-hand side of your screen 
  • Select “Office” 

 
 

Step 3: Edit your Office Details 

  • Click on blue pencil icon next to your office name. A pop up window will appear 

Step 4: Adding Payors to your Office 

  • In the top left corner of the pop-up window, select the Payors drop down 

  • Select each payor that needs to be added to your office  
  • Please note: For users that have multiple offices, you will need to select which payor applies to each location  
  • Once you’ve selected each payor, click Save