How to Assign Client Payer to Another Member and Add Comments

Follow these steps to assign a Client Payer to another staff member.

1. Open the Client Payer
   • Select the Client Payer record you want to assign.
2. Locate the Assignee Section
   • Go to the Assignee & Comments section.
3. Change the Assignee
   • Update the Assignee field to the appropriate staff member.
4. Add a Comment
   • Click Add Comment.
   • Enter a brief note explaining why the Client Payer is being reassigned.
   • Make sure to notify the new assignee in the comment.
5. Save the Update
   • Once assigned, the staff member will receive a notification in the EHR.

Note:
Notification summary emails are typically sent on Monday, Wednesday, and Friday if the user has any pending notifications.