Add Payer/Non-Patient Account in Demographics

Billing -> Patient Account -> Demographics Tab

1. Click Create a Non Patient Guarantor to open the New Payer dialog.

 

2. Enter Payer information and click Save. Guarantor/Payer name will populate the Guarantor field.

 

Add Dependents to Payer Account

Add Dependents to Payer Account

3. Click the arrow next to Guarantor name to open Guarantor Demographics.  

4. Click the Family Tab. The active patient will display in the Dependent list.

5. Click Add Dependent to add additional patients to this payer if needed.

1 Comments

Andrew Money

That is not an option. If the Payer/Non Patient becomes a patient at a later time, they will have to be added as a new patient. Payer/Non Patient accounts only contain basic contact information, not complete patient data.

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