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How to Create Payers and Recipients - Manually

 

 

Note:  All screen shots provided in the instructions are from test accounts created for this purpose

 

 

Step 1 

Log in to your account and from the Dashboard page - click Payers & Recipients from the navigation bar.

 

 

 

Step 2 

On the Manage Payers  screen, click Add New Payer button.

 

 

 

 

Step 3 

Enter all your Payer information and when finished click Save.

Note: The fields with a red asterisk are required fields.

 

 

Step 4 

Now that you have created a Payer, you will be navigated back to the Manage Payers screen,  Make sure that the correct payer is shown  in the drop down box by selecting them and then the Add Recipient button will become active allowing you to save the recipient under the correct payer.  Click Add Recipient.

 

 

 

 

Step 5 

Enter all your recipient information and when finished click Save.

Note: The fields with orange asterisks  are required fields.

 

 

 

 

Step 6 

Once back on the Manage Recipients page you will see a message reading "Your changes have been saved."

Since you have now created a payer and recipient you can continue to finish creating more payers or recipients or if ready to file click the Start Filing button.

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