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
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.