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
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