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How do I copy recipients from one payer to another?

Views: 1247 Created: 2016-07-21 15:18 Last Updated: 2018-07-10 08:09

SYMPTOM

How to copy recipients from one payer to another in the Yearli program.

RESOLUTION

Procedure 1 (Copying recipient information from one payer to another)

  1. Click the Utilities menu.
  2. Choose Copy Recipients to Multiple Payers.
  3. Choose the recipient you would like to copy to another payer.
  4. Click Next.
  5. Choose the payer you would like the recipient to be copied to.
  6. Click Copy.

APPLIES TO

  • Yearli 2014 - Current



HB16, HB168