10 Financial Responsibility at the Patient Level

Use this workflow to manage financial responsibility at the person level in Oracle Health Patient Administration. This workflow enables you to make updates to guarantor and insurance information for a patient.

• Search for Patient
  Search for and select the patient. The patient profile opens. For more information regarding patient search, see Search for Patients in Oracle Health Patient Administration.
• Update Guarantor
  To update a guarantor for a patient, select the edit icon in the Financial Responsibility section. If the patient is older than the patient self-determination age or if the patient is an emancipated minor, the patient will be added as a guarantor by the system.
• Add a Guarantor
  Complete the following steps to add a guarantor:
• Edit Guarantor
  Complete the followings steps to edit a guarantor:
• Remove Guarantor Added in Error
  Complete the following steps to remove a guarantor added in error.
• Update Insurance
  To update insurance for a patient, select the edit icon in the Financial Responsibility section. A toggle button is available to filter insurances displayed. The person level displays active or all insurances and the encounter level displays allocated or all insurances.
• Add Insurance by Payer and Health Plan
  Complete the following steps to add insurance by payer and health plan:
• Add Insurance by Related Party's Health Plan
  Complete the following steps to add insurance by the related party's health plan:
• Edit Insurance
  Complete the following steps to edit insurance:
• Check Eligibility
  For information about checking eligibility, see Manage Financial Clearance Eligibility in Oracle Health Patient Administration. After you have completed this task, select Next.