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 + New Payer.
Fill out the page with the required information
NOTE: This form is dynamic, based on the type of Payer: Private, Company, or Community 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.