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

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
  • 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

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

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