Adding A Responsible Party

Adding a Responsible Party

The Responsible Party or “Guarantor” is the person to whom you will mail the bill if the patient has a patient-due balance and a statement is sent for payment. When the patient was added the “Responsible Party” was listed as “Self” meaning that the patient is the “Responsible Party” and will receive the bill. If the Responsible Party is someone other than the Patient choose the Edit button on Responsible Party.

The Guarantor/Policy Holder Search screen will come up.

This person may or may not be the same person as the “Policy Holder” for the patient’s insurance. Do not confuse the Responsible Party” with the “Policy Holder” as the “Policy Holder” will be chosen in the Insurance Policies section of the Patient Information Screen.

Choose Relationship from the drop down box then enter the Responsible Party's (Guarantor's) Last Name – just a few letters will bring up a list to choose from. If they are there select them. If they are not, select Add New and proceed to complete the requested information.