Legal Guardian / Responsible Party
In a medical or billing context, a responsible party (sometimes called a guarantor) is the individual or entity designated to pay the medical bills. While this is usually the patient themselves, it can also be a parent (for a minor), a legal guardian, or a spouse for example.
Add a Legal Guardian / Responsible Party
Go to:
- (left menu)
- Click on the client name
- Find the section Client Contacts
- Click the button (top right of section):
- Enter the name and Relationship to Client with the drop-down menu
- Here you can designate if they're a responsible party (and optionally emergency contact)
- Enter their address and optionally email and phone, then click (top right)
Here's an example of two client contacts, one emergency and designated responsible party, note the green $ symbol:
What changes?
This will override the client name when it comes to statements in the system:
