To reject a payer that is in a Deletion Pending Approval, Modification Pending Approval or a Pending Approval status, follow the steps below.
Use Method 1, 2 or 3 to reject several payers at the same time
STEP
ACTION
1
Go to the Receivables > Payer List screen
2
Click View > Awaiting Approval from the Control Bar to view all payers Pending Approval. If required, you can further refine the payers on screen by using Filter or Sort:
Use Filteron the Control Bar. Enter criteria into one or more text boxes that are under each column heading to display matching records.
Sortcolumns by clicking on the column heading. The column will reorder in ascending order. Click again to order in descending order.
3
Use one of the following methods to reject the payer:
Method 1: Select the payer(s) and click Reject on the Control Bar
Method 2: Right-click on the payer(s) and click Reject on the Context Menu
Method 3: Select the payer(s) and click Actions > Reject on the Control Bar
Method 4: Click on the payer to display the Payer Details screen and then click Reject on the Control Bar
RESULT: A confirmation message is displayed advising that the payer(s) has been rejected:
If the request is to reject a new payer, the payer status changes to Creation Rejected
If the request is to reject a payer that has been edited or that has been deleted, the payer status changes to Modification Rejected
