Once a client has been added to Savii Care under the "Client 360" tab, payors can be added or adjusted for that client at any time as new information becomes available. To do so, just follow these simple steps:



      1. Log in to Savii.Care
      2. Click on the “Client 360” icon towards the left side of the page
      3. Click on the name of client (or see the Getting Started article about adding a new client)
      4. Click on the “Billing” tab towards the left side of the page
      5. Click on the orange "Edit Payor" button towards the bottom right of the page
      6. Enter any information you have about that client’s payor(s)
                                               **You can enter up to 3 separate payors, if needed.
                         7.  Click the orange “Save” button at the bottom of the page
                            
                                                       OR
                
              1. Follow steps 1-3 above.
              2. Click on the orange "Update Client" button
              3. Click on the "Payor" tab near the top of the page
              4. Follow steps 6-7 above. 
       
In order to save new payor information, you must enter at least the following information:

    • first name

    • last name

    • address

    • phone number & type



You may also find helpful:

ADDING A CARE PLAN FOR A CLIENT