The Demographics section displays all of the vital patient data. The top half of the case dialog contains the biographical information about the Patient, Guarantor, or Other Insured, with separate tabs for each. The information presented will change as various tabs are selected.
To access the Demographics section:
- Click Patient.
- Select Case.
- Enter Search criteria and click Search or press Enter.
The right-click menu changes depending on the tab selected.
The Guarantor tab remains hidden until the Patient Is Guarantor button is deselected (turns grey). The button will turn to Patient Not Guarantor, indicating a separate entity from the patient is the insured party.
If the Patient tab is selected, the right-click menu offers the option to Edit Patient Bio.
- Right-click anywhere and Select Edit Patient Bio.
- Update the information and Click OK.
When editing the Guarantor or Other Insured, users will be given the option to choose the Entity type to specify Person or Company. If the address information is the same as for the Patient or Other Insured, you can copy this information into the Guarantor by right-clicking and choosing Copy from Patient or Copy from Other Insured.
What is Other Insured and when is it used?
Example: Little Johnny is coming to therapy. His Mom is the guarantor and separated from her husband, who holds Johnny’s insurance policy. In this case, Johnny would be the Patient, Mom would be the Guarantor and would receive the patient statements, and Dad would be the Other Insured party.
When entering phone numbers in the Case, you can select the Type. This Type is user-defined and is controlled via Administration | General Information | General | Phone Types.