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How do I add or edit payer or recipient notes?

Views: 1298 Created: 2016-07-22 11:32 Last Updated: 2016-08-11 12:05

SYMPTOM

How to add or edit Payer/Recipient Notes in the Yearli program.

RESOLUTION

Procedure 1 (Adding or editing Payer Notes)

Note: Payer Notes will not be printed on any form or journal.

  1. Click the Payer List button.
  2. Click the Payer Notes button.
  3. Enter the applicable payer notes.
  4. Click OK.

Procedure 1 (Adding or editing Recipient Notes)

Note: Recipient Notes will not be printed on any form or journal.

  1. Click the Payer List button.
  2. Double click on the payer name.
  3. Choose a recipient.
  4. Click the Recipient Notes button.
  5. Enter the applicable recipient notes.
  6. Click OK.

APPLIES TO

  • Yearli 2014 - Current