Employers
- How to Add a New Employer
- Steps to Create an Employer Membership
- Steps to Create an Employer Enrollment Link
- Creating a Coverage Policy for Employer Memberships
- Eligibility Sync Overview
- Eligibility Sync - Steps to Establish Connectivity
- Adding Credits to Employer Invoice
- How to Split Charge Items Costs Between Employer and Patient
- Employer Draft Invoices Overview
- Understanding Employer Membership Termination Notifications
- Setting Up a Custom Thank-You Page for Enrollment Links
- Updating the Payment Method on an Employer Draft Invoice
- Automatic Enrollment with Eligibility Sync
- Automatic Termination with Eligibility Sync
- Terminating and Starting Employer Contracts
- Custom Invoice PDFs
- Managing Employers – Payment Setup, Contract PDF, and Invoicing Rules