Change the Payer for a Patient Payment
Q: How do I change the payer for a patient payment?
This lesson will describe how to change the payer on a patient payment. For instructions on entering a patient payment, please see: Apply a Payment to a Patient Account.
1. Remove Guarantor
![1. Remove Guarantor](https://media.screensteps.com/image_assets/assets/006/034/205/original/media_1339011721106.png)
When a new patient payment is created, the Payer Details will default to the Guarantor for the patient. To change the payer, click the X button located next to the payer's name.
The payer dialog will be cleared.
2. Choose Payer or Create New Payer
![2. Choose Payer or Create New Payer](https://media.screensteps.com/image_assets/assets/006/034/207/original/media_1339011757908.png)
- Create New Payer: Click the + button to create a new payer.
- Select Existing Payer: If the payer is already entered into SOAPware (as either a patient or guarantor), click the ellipsis (...) button to select the payer from the Chart Rack.
The following steps will detail the instructions for adding a new payer.
3. Create New Payer: Enter Payer Information
![3. Create New Payer: Enter Payer Information](https://media.screensteps.com/image_assets/assets/006/034/209/original/media_1339011863998.png)
To create a new payer, enter the payer's Personal, Contact and Notes information. Click the Save button to save the new payer.
4. Payer Details Changed
![4. Payer Details Changed](https://media.screensteps.com/image_assets/assets/006/034/211/original/media_1339011968418.png)
After creating a new payer, or selected and existing payer, the Payer Detail will be updated.