Payer Settings

Last updated: July 13, 2026

Payers in Bambi are more than just who pays for your trips. Payer settings allow you to control required fields and signatures, multi-loading, and more specifically for each Payer. This allows you to configure a Medicare broker with different requirements than a private-pay facility without touching your organization-wide defaults.

To create a Payer:

  1. Navigate to the Payers page from the top navigation menu.

  2. Click the Add a Payer button.

  3. Enter the Display Name. This is how the Payer will be listed within your Bambi dashboard.

  4. Choose the Payer Type:

    • Broker — Trip broker and/or public insurance (Medicaid, etc.)

    • Insurance — Private insurance

    • Private/Invoice — Private-pay facility, organization, or individual

  5. The remaining fields on this page are optional, but you can fill them in as needed. (See below for more information on these fields.)

  6. Click Next.

  7. Fill in the remaining payer-specific settings as needed. (See below for more information about each setting.)

  8. Click Save.

To edit an existing Payer:

  1. Navigate to the Payers page from the top navigation menu.

  2. Locate the Payer in the list, or use the Search payers to search for the one you need.

  3. Click the three dots menu to the right of that Payer.

  4. Select Edit/View from the menu.

  5. Make any required changes and click Next.

  6. Make additional changes as needed and click Save.

To delete a Payer:

  1. Navigate to the Payers page from the top navigation menu.

  2. Locate the Payer in the list, or use the Search payers to search for the one you need.

  3. Click the three dots menu to the right of that Payer.

  4. Select Mark as inactive from the menu.

Payer Settings

Optional Payer Fields

These fields can be filled in as needed for each Payer, but are not required.

  • Billing Display Name - the Payer name that displays on Invoices

  • Website - the Payer's website.

  • Phone Number - the Payer's phone number.

  • Email - the Payer's email address.

  • EIN - the Payer's EIN.

  • External Id - your organization's unique identification number for this payer. Often used by trip brokers, who may call this your Provider ID.

  • Billing Information - used for Invoices.

Payer-Specific Settings

These settings override your organization defaults for all trips linked to this Payer, but only those linked to this Payer. If this Payer should follow your organization default settings, leave these set to "Organization Default".

  • Default Trip Address - Pre-fill a common pickup or dropoff address for this payer's trips.

  • Multi-loading Configuration - Enable or restrict multi-loading for this payer's trips. If enabled, select which other Payers this Payer's trips are allowed to load with.

    If "Allow multi-loading with" is left blank, trips can only load with other trips from the same Payer.

  • Allowed Drivers - Indicate if only specific drivers are allowed to take trips for this Payer, and select those drivers.

  • Allowed Vehicles - Indicate if only specific vehicles are allowed to take trips for this Payer, and select those vehicles.

  • Required Signatures - Set which signatures are required.

  • Pickup/Dropoff Time Windows - Configure how early/late Run Bambi Run can suggest a pickup time, based on the trip's scheduled pickup time.

  • Notes Options - Enter notes that your Dispatchers or Admins can see regarding this Payer.