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
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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
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- 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
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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
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After creating a new payer, or selected and existing payer, the Payer Detail will be updated.