Manage Financial Responsibility at the Patient Level

This workflow enables you to view, manage, and update guarantor and insurance information for a patient, including eligibility checks and patient bill estimates.

Search for Patient

Search for and select the patient to open the patient profile. See Search for Persons. From the patient profile, select Financial Responsibility.

Note:

If the patient's age is greater than the self-determination age, or if the patient is an emancipated minor, the patient is added as a guarantor the first time Financial Responsibility is opened for the patient.

Add Guarantor

To add a guarantor:
  1. Select Add Guarantor.
  2. Search for the person by name or other search criteria.
  3. If the person is found, select the person, select the relationship, then select Add.
  4. If the person is not found, select + Add New Guarantor.
  5. Select the relationship, complete any additional fields, then select Add. The guarantor is added to the system as a person.

Add Insurance

Current insurance for the patient is listed under Insurance.

To add insurance:
  1. Select Add Insurance, then based on whether you are adding the patient's or a related party's insurance, select Payer and Health Plan or By Related Party's Health Plan.
  2. If the patient is the subscriber, select the appropriate buttons to scan and upload the insurance card, complete any additional insurance information, then select Add. The insurance is displayed as active in Financial Responsibility.
  3. If the patient is not the subscriber, clear Self Subscribed.
  4. Complete the insurance information, then select Next.
  5. Search for the subscriber by entering a name or other search criteria.
  6. If the person is found, select the person, select the relationship, then select Add. The insurance is displayed as active in Financial Responsibility.

    Note:

    Patient relationships are managed across the system so that impacts to insurance are reflected appropriately.
  7. If the person is not found, select + Add New Subscriber.
  8. Select the relationship. Complete any additional information, then select Add. The subscriber is added to the system as a person and the insurance is automatically allocated and displayed in both the Active and All tabs in Financial Responsibility.

Manage Insurance

  • To update insurance information, select Actions (…) and select Edit Insurance for the applicable insurance. Select Save to save any updates.
  • Select + Self Pay to add a Self Pay row under Insurance. This allows you to allocate Self Pay for specific visits.

Check Eligibility

To check eligibility, select the appropriate insurance and then Check Eligibility. See Check Eligibility for more information.