Edit Payer Scenario

Follow these steps to modify an existing payer scenario:

1. On the Settings menu, click Other Lists>Find Payer Scenarios. This opens the Find Payer Scenario task (or browser).

2. Use the search bar at the top of the browser to locate the payer scenario record. (For help in locating a payer scenario, refer to the relevant steps in Find Payer Scenario.)

3. Once you find the payer scenario record, double-click on the record to open it for editing; or click once on the record and then click Open on the Task Button Bar.

4. Make changes to the record, as necessary.

Note that you can change the name of an existing payer scenario, as long as the payer scenario "Type" (Attorney Lien," "Normal," "Unpayable," or "Workers Comp") remains unchanged. You should not attempt to change the "Type" of an existing payer scenario if there are any current case records already linked to the payer scenario.

5. Once edits have been made to the record, click the Save button to save the changes; or to exit the task without saving the changes, press the Esc key on your keyboard. This returns you to the Find Payer Scenario browser.

6. To close the browser, press the Esc key again.