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
- Double click on one of the claims
- The Resp. Party box will be filled in pink
- Click on the search button in the right side of the box
- Select the responsible party (If no responsible party is listed see below)
- 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