Missing Responsible Party

Claims that are Missing a Responsible Party can be found a couple different ways.

Starting from the Revenue Cycle Wheel:

  • Hover over the group and click the magnifying glass to open the billing query screen 

Starting from Billing Query 

  • In the Billing portal click on Billing Query

  • On the Billing Query Screen check the box for Missing Guarantor under the Guarantor section of the Search criteria

  • Click the magnifying glass icon to search and find the claims

To add the Missing Responsible Party

  1. Double click on one of the claims

  2. The Resp. Party box will be filled in pink

  3. Click on the search button in the right side of the box

  4. Select the responsible party (If no responsible party is listed see below)
  5. Save the claim

If no Responsible Party is listed

  • Click Patient on the toolbar 
  • Click the Responsible Party section on the left 
  • Add a responsible party 
  • Close the Patient Setup screen 
  • Return to "Select the responsible party" step above and continue