Copying Payers

This functionality saves you time when you want to copy payers from one account to another or from one database to another (with the proper security).

Copying Payers From One Account to Another

  1. Select Copy Payers on the Linked Payers screen.
    The Copy Payers pop-up screen displays.
  2. At From Account, enter the first three characters of the Client Code and select from the drop-down. This is a required field.
  3. At To Account, enter the first three characters of the Client Code and select from the drop down. This is a required field.
  4. Select Copy.
    A green message box appear stating payer(s) was successfully copied.

Copying Payers Across Databases

Use this task to copy payers between databases. This functionality is based on a system preference set by your EDI Services Team.
  1. Select Copy Payers on the Linked Payers screen.
    The Copy Payers pop-up screen displays.
  2. Select the Copy Payers Across Customers checkbox.
  3. At From Customer Name, enter the database from which the account needs to be copied.
  4. At From Account, enter the first three characters of the Client Code and select from the drop-down. This is a required field.
  5. At To Account, enter the first three characters of the Client Code and select from the drop down. This is a required field.
  6. Select Copy.
    A green message box appear stating payer(s) was successfully copied.