Payor Code Mapping - Edit Existing Payor Code

Note: See Payor Code Mapping for additional information.

Procedure

From the Payor Code Mapping page, use the following to edit an existing payor code:

  1. Click the edit (pencil) icon on a specific record/row.

Note: The side bar is disabled while your are in the edit mode.

  1. The previous edit action opens the editing option window. Make the appropriate selection from the following:

    • The current mapping is incorrect and I need to change it

    • I need to update the Transaction/GL codes (adding/updating Transaction/GL codes only)

    • The payor code(s) criteria will change starting at a different effective date (can edit fields except for Active Status, but must edit the Effective Date)

    • The payor code(s) are terming with no new requirements (edit term date only)

    • I need to deactivate these payor codes (I don't want claims to ever price against them)

    • I need to add a reporting name

    • I need to add a comment

Note: Click the exclamation mark icon for additional information on each of the above options.

  1. Click Next. This action returns you back to the previous Payor Code Mapping page and sets the focus based on the edit option selected.

  2. Make the appropriate edits using the text boxes and drop downs provided. Fields without a text box or drop down cannot be edited.

  3. Click Save.

  4. Or click Cancel so your changes are not saved. Also, removing the check mark exits you from the editing mode.

Note: Only one record/row can be edited at a time.