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Correct a fee payer’s details

For Manager, Owner

  1. Open Home, then Residents. Tap a resident that payer pays for, then Open the full record.
  2. Under Funding, tap Edit payer on their line.
  3. Change the name, type, contact, email or invoicing address. A council’s type reads Local authority.
  4. Tap Save payer.

One payer can pay for several residents. The change shows for all of them.

When it’s done

The funding line shows the payer’s new details, on every resident they pay for.

If it doesn’t work

  • You can’t see Edit payer: it needs money access. Ask the Owner.
  • It says someone else changed the payer: close the form, open it again and make your change once more.
  • The payer is wrong for only one resident: end that funding line and add a new one with the right payer, rather than editing the payer.
A funding line, with Edit payer beside the weekly amount.
CareRecorda · For CQC-registered care homes in England
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