AR Now Online Help                            

Manage Payors
This is the Manage Payors page. We will first give you and overview of the page and its uses, then provide you with links to pages for each operation where that operation will be discussed in detail.
     The Manage Payors register is the main working area for working with existing Payors. Whether it is editing existing payors,  deleting Payors, or even creating a new payor, you can do it here.  AR Now online which was created by Perusion using Interchange, uses an extremely efficient technique for the manipulation of multiple records.  You first select the records you wish to work with, then proceed with the operation automatically.  The selection procedure is the same whether you are editing or deleting payors.  This allows for a quick learning curve for all operations. All operations can be performed on individual or multiple Payors.

Below is a screen shot with specific operation areas labeled with numbers.  The corresponding explainations for each area are listed below.

Manage Payors

  1. Search for Payor - You can search for a string in the payor record to find specific payors. There are three types of searches:
    1. Single letter. If you put a single letter in the search box, it will find payors with that last name.
    2. Simple search. If you put a word (or number) in the search box, it will find all occurrences of that word (or words) in payors.
    3. Fields search. If you put in state=IL, it will find payors in the state of Illinois. If you put phone=612, it will find phone numbers containing 612.

  2. Select Boxes - This left-most column containing checkboxes is the heart of the multiple selection capability of the Manage Payors register. To select Payors for edit or deletion, simply put a check into the box next to the Payor that you want to edit.  You can select as many Payors as you like for all operations. There are some time saving approaches to using the check boxes, and these are explained in #s 8 - 12.

  3. Single Payor Edit Link - If you simply want to edit one Payor, just click on it's Payor ID. This is a link that will take you to the Payor Edit page. We have a detailed explaination of the Payor Edit Page here.

  4. Sort By Headers - Each column header is a link.  If you click on this link, the Register will be sorted by that column. If you click on it again, the Register will be sorted by that column, only in reverse.
  5. Edit Selected Payors - Click this button AFTER you have selected Payors you want to edit (described in #2) and you will be brought to the Payor Edit Page. If you have selected more than one Payor,  after you edit the first Payor and press OK, the next Payor selected will appear in the edit window automatically.  This will continue until you have edited all Payors selected.
  6. Delete Selected Payors - Click this button AFTER you have selected Payors that you want to delete (described in #2).  All Payors selected will be deleted. IMPORTANT- THIS OPERATION IS NOT REVERSIBLE. DELETION IS PERMANENT. If you are not sure, use Archive instead.  You can always delete from there at a later date.
  7. New Payor - Click this button to add a new payor to your records. Click here for more information.

    8. Items 8-12 are all Click Savers. What this means simply is that you can use them instead of having to select many items individually. Each Click Saver is described below.

  8. Check all.  Clicking on this Click Saver will put a check mark in front of all of the Payors currently displayed in the register. Example: Want to clear all the Payors in the register? 2 clicks will do it. Just click this Check all button, then click on #6 Mark selected Payors cleared.  All of the displayed Payors will be marked as cleared.

  9. Uncheck all.  Yes it's obvious, does the opposite of #8, Check all.

  10. To First Check.  This one will place a check mark into all of the boxes above the currently selected box.  Example, in the screenshot above, suppose you wanted to check all of the records above Payor ID 15471.  First, place a check mark into the box next to Payor ID 15471. Next, click on the "To First Check" Click Saver.  Check marks will be placed in all Payors above 15471.

  11. First Checked on.  This is just the opposite of To First Check.  Clicking this will place check marks in all boxes BELOW the currently selected box.Example, in the screenshot above, suppose you wanted to check all of the records above Payor ID 15471.  First, place a check mark into the box next to Payor ID 15471. Next, click on the "First Checked on" Click Saver.  Check marks will be placed in all Payors below 15471.


  12. Invert..  This Click Saver will invert, or reverse the currently selected boxes to not selected, and not selected to selected.  Example: Suppose you wanted to print all the Payors in the above screen with the exception of  Payor ID's 15475 and 15488. Simply put a check into each one of those boxes, then click on the Invert Click Saver. All Payors with the exception of the 2 you initially selected will now have check marks.  Then click on #7 Print selected Payors, and you are good to go.

Other Payor Register Page help links:

Payor Edit

 How to edit a Payor or Payors after selecting from  the register.

Add Payor

 How to print a check or Payors after selecting from the register.