Add Payers and Guarantors to a Case on the Financial Tab
To set up payers and guarantors for a case, access the Financial tab.
Access the desired case.
Select the Financial tab.
Select the patient's Employer.
Select whether condition for this Case is related to the patient's employment.
Enter any Employer Notes.
Select the Guarantor for the Case. If needed, perform a search for a person or an employer.
Select the Payers for this Case.
Select the open menu icon.
The Case Insurance Selection window opens.
Select the pertinent Payers.
Select OK.
CAUTION:
All of the Encounters attached to the Case must contain the same Payer as the selected Case. Once you have set up Case Payer, you are able to select Available Encounters and set up Synchronizing Encounters to a Case.
If necessary, set up the payer authorization information.
If necessary, set up the primary payer authorization number.
If necessary, set up the primary payer reference number.
If necessary, enter the Primary Payer Property/Casualty Number.
If necessary, enter worker's compensation, website, and notes information for the case.
If this information is not necessary, select OK to save the case.
