How to Add or Edit a Payer Group

Adding a New Payer Group

1. Click the Payers & Recipients menu at the top of the screen.
2. Click Open Payer Group List.
3. Click Add.
4. Enter a name for the group in the Group Name field.
5. Move the payers you would like to be included in the group from the Available Payers listbox to the Payers In Group listbox by using the arrow buttons.
6. Click Save.
7. Click OK.

Editing a Payer Group

1. Click the Payers & Recipients menu at the top of the screen.
2. Click Open Payer Group List.
3. Select the payer group to be edited.
4. Click Edit.
5. Make the applicable changes.
6. Click Save.
7. Click OK.

Tips for Creating Payer Groups

• Use the drop-down list to change payer groups quickly.
• Use the Include All and Exclude All buttons to quickly add or remove all of the payers.
• Add one payer group after the other by clicking the Add button, typing a name for the group in the Group Name field, and including payers as needed.
• If you do not give a group a name, the software will save it as Unnamed.
• If you have not entered any payers, you will not see any payers listed in the Available Payers box. You must enter payers before you can create Payer Groups.
• You must create your own payer groups; Yearli does not create them automatically.