COMMUNICATIONS

The Communications page stores contact information for the payer. This allows the organization to store multiple Addresses, Phone Numbers and Email Addresses per Payer. A new payer's Communications tab will look similar to the example below.

Click on the blue plus "+" to add a communication type.

• The asterisks denote the minimum required entry.
• Addresses may be end dated to maintain a history if desired.
• Remember to click SAVE to record the entry.
• The saved address is stored in a card nested beneath the Address column. (Red arrow below)

• Continue to add information by clicking the blue plus "+" for Phone Numbers
• Use Type to describe the phone number being entered. This could be a specific contact person, a department such as claims or even a fax number. This is used as the title of the saved, nested card.

• Email has a required Type field similar to phones.
• Complete the required fields (denoted by the asterisks) plus additional if desired
• Click SAVE to record entry
• After saving, the Summary header populates as read-only. If multiple phone numbers, all will be displayed on the Summary header.

As multiple communication entries are saved under each type, a card is created and nested beneath the column title. Click anywhere on this card to open to view detail and/or edit the information.