Defining Payer and Plan Information

You can use the Payer Administration view to define payer and plan information. This information appears in the plan and payment type–based views in the Analysis screen.

This task is a step in Process of Analysis.

To create a payer

1. Navigate to the Administration - Application screen, then the Payer view.

2. Click the New button and complete the fields in the new record.

   Some of the fields are described in the following table.

   Field	Comments
   Type	Three types are supported: Total, Plan, and Payer.
   Name	Enter the name of the payer, plan, or payment type. If you selected Plan in the Type field, enter the plan name.
   Account Name	If relevant, select the payer account, or create a new account for the payer in the Pick Account dialog box.
   Account Site	The location of the plan.
   IMS Id	The identifier assigned to the plan by the syndicated data provider.