Map Claim Payer Action
Feature Overview
⚠ OPTIONAL FEATURE
Map Claim Payer Action is not enabled by default. It must be manually added to the account by a developer or admin before it can be used.
What Is Map Claim Payer Action?
Map Claim Payer Action is a manual correction tool that lets staff link an insurance payment transaction to the correct payer when the system was unable to match it automatically. When a remittance comes in and the system cannot identify which payer it belongs to, this action lets you provide the payer details and complete the mapping — unlocking the payment so it can be fully processed.
How to Use It
- Select the payment or transaction response record that failed to map.
- Trigger the Map Claim Payer Action.
- A "Map Claim Payers" window will appear with two fields — Payer Assigned ID and Payer CPID. Enter one or both to identify the payer.
- Click Submit. The system will attempt to match the transaction to the correct claim payer and update the record.
Fields
- Payer Assigned ID — The ID the payer uses to identify themselves on the remittance.
- Payer CPID — The clearinghouse payer ID. At least one of the two fields must be filled in.
What Happens After You Submit?
- The system attempts to match each unlinked transaction on the payment to the correct claim payer using the identifiers you provided.
- For each transaction that maps successfully, charge statuses are updated and any unresolved "Payer Not Found" exception credits are removed.
- Each transaction will show either a "mapped" confirmation or a "could not find claim payer" error in the response log.
- The page refreshes automatically once the mapping is complete.
Heads Up
- This action works on both Payment records and individual Transaction Response records.
- At least one of the two fields — Payer Assigned ID or Payer CPID — must be filled in. The action will not proceed without one.
- Only transactions that are not already linked to a claim payer will be processed — already-mapped transactions are skipped.
Getting Access
This feature must be manually added to your account by a developer or admin. Contact your admin or support team to request access.