Eaglesoft - Responsible Parties And Policy Holders

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Answer ID 718

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Access: Everyone

Eaglesoft - Learn the difference between a Responsible Party and a Policy Holder as well as how to edit them.

Applies to: Eaglesoft, all versions

Resolution:

Responsible Party - Person responsible for paying the patient portion of the billed services and receives statements.

Policy Holder - Person responsible for the patient's insurance.

To transfer patients to a different Responsible Party, or to make a patient his/her own Responsible Party:

• Go to Utilities | Patient Transfer. Patients cannot be transferred if they are responsible for other persons and/or have outstanding claims.

Policy Holders may be edited by editing a person and removing the insurance; however, the insurance policy must first be removed from all other persons on that account that have the same policy in Edit Person screen. Printed copies of this document are considered uncontrolled. 718.Rev003 09.04.2018

• Printed copies of this document are considered uncontrolled.

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