NextGen Knowledge Center

Attach a Remittance Profile Library to Payers

You can attach a remittance profile library to individual payers or to multiple payers based on financial class.

  1. To attach a remittance profile library to one payer:
    1. In the Payer master file > Practice tab > Libraries tab, select the library in the Remittance Profile Library field.
  2. To attach a remittance profile library to multiple payers:
  3. Open a Remittance Profile library, and then select Default to Payers.
    The Remittance Library Default window opens.

  4. Select a Financial Class to attach the library to payers within the selected financial class.
  5. Do one of the following:
    • Select Default to All to attach the library to all payers within the selected financial class. All existing remittance profile libraries attached to the payers are overwritten.
    • Select Default if Blank to attach the library to only those payers in the selected financial class that do not already have a library attached.
  6. Select Close.