Managing Payers

Managing Payers

There are a number of ways in which Payers can have portal accounts created.

1. Existing Payers can have their account upgraded to a portal account on an individual basis using the “Create Portal Account” button in the Edit Payer page. IMAGE OF CREATE PORTAL ACCOUNT BUTTON If a user has had a Portal Account created, but has not logged in yet, it is possible to resend the first time password using the “Resend Password” button.
2. If a Customer has been configured to use the Payer Portal functionality, all new payers created using the Create Payer Wizard will have a portal account created automatically.
3. On the Import Data page, imported Payers can have a Payer Portal account created on import if that option is checked prior to initiating the import process.
4. Groups can be converted in bulk using the Bulk Creation functionality.