Background
Search for Existing Payer
Add a Payer
Modify a Payer
Delete a Payer
Background
The Financial Organisations database is managed so that accurate information for Payers is available during Private Invoicing or Third Party Billing. This article goes through the steps for admin staff to create/modify/delete financial organisations.
Search for Existing Payer
WARNING: Do a thorough search to make sure the Payer doesn’t exist before creating a new one.
1. From the Menu bar, click on Financial > Organisations
2. Click Cancel to cancel load of the full Financial Organisations database
3. Search for the payer in Containing field
4. Double-click the Financial Organisation found in the search results to review details such as Address, Phone, and Fax.
If the Financial Organization does not exist, follow the steps below to create a new Financial Organisation.
Add a Payer
1. If no matching records are found, click on the New icon to add a new organization
2. Enter the necessary information about the Organisation and click OK (Organisation field is mandatory). Adding full some information about the organisation will help ensure correct organisations are selected when billing. As well, when updating the organisation list.
Modify a Payer
1. If a record is found, double-click to open the record and compare the details against the information about the organisation you are working from
2. If the details are identical, click Cancel. (If a Provider has requested you add an organisation as they could not find it, inform them how to search for the organisation so they can locate it)
3. If there are discrepancies such as addresses/locations, different phone numbers or additional contact details (indicating this is a different organisation/branch):
4. Click Cancel
- Then - create a new record by following the steps for adding a New Payer
- Note: if you know an organisation has moved locations, or changed phone/fax numbers and therefor does not match with the organisation listed in Profile EMR, this would be the only time you could update the organisation details
Delete a Payer
Do not delete a financial organisation at this time!