To view the details of a payer, follow the steps below.
||Go to the Receivables > Payer List screen
||Locate the payer you want to view. There are several ways to find a payer:
- Use the View menu if you are looking for a payer in a particular status. Choose from Awaiting Approval, Active or Rejected.
- Use Filter on the Control Bar. Enter criteria into one or more text boxes that are under each column heading to display matching records.
- Sort columns by clicking on the column heading. The column will reorder in ascending order. Click again to order in descending order.
||Use one of the following methods to view the Payer Details screen:
- Method 1: Click on the payer in the list
- Method 2: Right-click on the payer and click View on the Context Menu
- Method 3: Select the payer and click Actions > View on the Control Bar