STEP 2: Add Organizations or Payors

Simple 4-Step Setup

1. Navigate to Organizations
   → Go to Dashboard
   → Select "Payors"

2. Initiate New Entry
   → Click "Add Organization" button (top-right corner)

3. Complete Information

   Required Fields (Marked with *)

   1. Paper Type*

      • Select payer type (e.g., Insurance, Government, Private)

      • Tip: Determines billing formats

   2. Business Contact Person*

      • Enter primary contact name (e.g., "John Smith - Claims Dept")

   3. Address Line 1*

      • Street address/P.O. Box

   4. Country*

      • Select from dropdown

   5. Status*

      • Appears after country selection

      • Choose state/province

   6. Organization/Payer Name*

      • Legal or common name (e.g., "UnitedHealthcare")

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   Saving Your Entry

   → Click "Save" after completing required fields
   → System auto-adds Date timestamp

Document Tutorial: https://www.readysetconnect.com/getstarted/set-up-organizations-or-payors.pdf 

Video Tutorial: https://youtu.be/wXE5g4vQqSw