Difference between revisions of "Adding A Responsible Party"

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== F'keg ==
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=== Responsible Party is not the Patient ===
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* Click Responsible Party Edit button on [[Patient Information]] Screen
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* Choose the Relationship between the Patient and the Responsible Party
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* Either;
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** Search for the Responsible Party and Select it from the list
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** Click Add New to create a new Responsible Party to use
  
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=== Responsible Party is the Patient ===
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* Click Responsible Party Edit button on Patient Information Screen
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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.
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* Choose 'Self' as the Relationship
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If the Responsible Party is someone other than the Patient choose the Edit button on Responsible Party.<br />
 
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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.
 
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The Guarantor/Policy Holder Search screen will come up.
 
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Select the Relationship: Self, Child, Spouse...
 
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Enter the last name of the Guarantor/or Policyholder.
 
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A Policy Holder, or Insurance Policy Holder is the person named as the owner of an Insurance Policy.
 
A Policy Holder, or Insurance Policy Holder is the person named as the owner of an Insurance Policy.
  
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==== Who gets the Statement? The Responsible Party or the Patient? ====
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This depends on how [[Statements]] are configured.
  
 
[[Category:Patient Administration|Responsible Party]]
 
[[Category:Patient Administration|Responsible Party]]

Revision as of 21:15, 24 June 2016

  • Guarantor - Policy Holder Search.png

Responsible Party is not the Patient

  • Click Responsible Party Edit button on Patient Information Screen
  • Choose the Relationship between the Patient and the Responsible Party
  • Either;
    • Search for the Responsible Party and Select it from the list
    • Click Add New to create a new Responsible Party to use

Responsible Party is the Patient

  • Click Responsible Party Edit button on Patient Information Screen
  • Choose 'Self' as the Relationship


What's the difference between Guarantor, Responsible Party and Policy Holder?

Guarantor and Responsible Party are two terms for the same thing.

A Guarantor is the person responsible for paying the patients bill. Such a parent.

A Policy Holder, or Insurance Policy Holder is the person named as the owner of an Insurance Policy.

Who gets the Statement? The Responsible Party or the Patient?

This depends on how Statements are configured.

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