Quick Tip
Payers are individuals or entities responsible for covering the cost of services provided to the client in a case file. A payer can be an individual, such as the client receiving the service or their guardian, or an organization, such as an insurance company.
By default, the system assigns the client as the first payer with the Private payer type. This payer cannot be modified or removed because:
1. It belongs to the reserved group Clients.
2. It serves as the default payer when no other payers are added.
However, you can assign a different default payer, which helps streamline invoice creation by automatically selecting the designated default payer from the payers list.
Add a Payer
- Go to Case Files.
- Select a case file.
- In the Payers card, click Add payer.
- From the Type drop-down, select a payer type.
Tip: Payer types is a list defined in Case File Settings > Case Types. The type defines and helps understand who the payer is. - Select Individual or Organization, enter the contact information, then click Save.
Tip: If the contact already exists in the system, check the Select existing contact box, then find and select the contact. The system will automatically populate the form with the contact’s information, allowing you to make changes if needed before saving.
However, if the selected contact belongs to a reserved group, the system will prevent modifications by displaying the contact information in read-only mode. - Click Close to return to the case file preview.
Edit a Payer
Important
The system only allows changes to payer details if the payer does not belong to a reserved group. Payers in reserved groups cannot be edited.
- Go to Case Files.
- Select a case file.
- In the Payers card, hover over the payer you want to edit.
- Click Preview.
- Click Edit payer.
- Make the necessary changes, then click Save.
- Click Close to return to the case file preview.
Set Default Payer
- Go to Case Files.
- Select a case file.
- In the Payers card, hover over the payer you want to set as default.
- Click Set as default.
Remove a Payer
- Go to Case Files.
- Select a case file.
- In the Payers card, hover over the payer you want to remove.
- Click Remove.
- Click Remove again to confirm.
