Overview
The list of payers in the OneSpot Admin module should include the same list of payers configured in Crystal PM. OneSpot payers are created via the 'Upload Payers' button, which automatically creates payers based on the data in the uploaded aging file.
Upload Payers
1. View the Crystal PM - Exporting an Aging File for All Locations to learn how to export the file you will use below in Step 6.
2. Select the Admin module.
3. Select Payers in the top navigation bar or Manage Payers within the Your Payers panel.
4. Select Upload Payers.
5. Select Choose File in the Add Payers Via File Upload window.
6. In the dialogue window, select the correct file.
7. Select Upload Payer File.
8. The processing icon will display, the window will close, the grid will refresh, and payers created during the process will display.
Note: New payers are added with an Active status. Subsequent uploads will only add new payers and will not overwrite or remove existing ones.
9. View Payer Details for instructions on updating the fields within the 'Payer' details screen.