Adding a Payer Form
- Click the Payer List button.
- Choose the payer the form will be added to.
- Click the Add Form button.
- Choose federal or a state from the Federal/State/Local drop down menu.
- Choose the form type from the Form Name drop down menu.
- Fill in the necessary fields on the form and click Save.
- Click OK to close the form.
Editing Payer Forms
- Click the Payer List button.
- Select the payer with the form to be edited.
- Double click on the form in the form list.
- Make the necessary changes to the form and click Save.
- Click OK to close the form.