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When will my customers (payers) see my updates/updated information?

Timing depends on whether the update is global or customer-specific.

Global Profile Updates (Primary/Legal Information/Insurance/Tax Forms)

  • Changes are shared with customers automatically in real time

Customer-Specific Information
Examples include:

  • Remittance addresses
  • Banking information
  • PO delivery methods
  • Conflict of interest
To Share Customer-Specific Updates

See the above sections for each

Important Notes / Best Practices

    • Customer-specific updates are not automatically shared
    • Always ensure you select the correct customer before sharing