You can either add a new client or associate an existing payer with the client. (In most cases, you will be adding a family member, or multiple patients from the same family, or Insurance Companies.
Log into the system as an Agency User, Owner, or Admin.
Click Payers under the Clients menu.
Select + Sign from the right corner.
Select if the payer is Indivdual payer or a Company/Community
Fill out the page with the required information
NOTE: This form is dynamic, based on the type of Payer: Individual or Company/Community Payer, with different fields set as mandatory for each type.
Add the phone number for Payer on the Payer Details page.
Click the Save button to save the new Payer.