The Import Practice Payer feature enables you to copy practice-specific data from one practice into another practice. You must be logged into the practice that you want to import into. The copied data includes practice access information and information from the Practice tab. If a practice already has payer information, importing overwrites any payer data that may already be in the practice. One situation in which you might want to import a practice payer is when you have created a new practice and you want to add payer information that already exists. Instead of manually re-entering all the existing payer practice information, you can simply import it from a payer and only modify the fields as needed.
- In File Maintenance under Master Files, select System.
The list of System Master Files displays.
- Double-click Payers.
The Payer List window opens.
- In the list, right-click the Payer whose information you want to import, then select Import Practice Payer.
The Import Practice Payer Data window opens.
- Select the payer you want to import information from and then select OK.
