Adding A Responsible Party

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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. If the Responsible Party is someone other than the Patient choose the Edit button on Responsible Party.

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.

The Guarantor/Policy Holder Search screen will come up.

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.