Responsible Party Page

The responsible party page contains general biographical and contact information, as well as basic family relationships and insurance plans, and an optional photo for identification purposes.

Get Started

Create Responsible Party Record - Edge maintains separate patient and responsible party records. Each responsible party may be linked to multiple patient folders, and vice versa via the Family panel of the patient folder. When you create a new patient folder that does not correspond to an existing responsible party, you must create a new responsible party record.See "Create Responsible Party Records" for details.

How to Get Here

You can open this feature in multiple ways: Use the method that's most convenient for you.

File Ribbon Bar

Open (hover to open options) > Open Responsible Party. Once the search window opens, you can locate a responsible party by typing the first and last names, or other search criteria you have enabled. (You might also be able to open this feature from the Quick Access toolbar at the top of your Edge window.)

Family Panel - You can double-click a responsible party name from the family panel of the patient folder Home page to open that responsible party page in a different window. See "Patient Family Panel" for details.

Use This Feature

Responsible Party Details

The left side of the responsible party page is similar to the patient folder's Patient Information Panel: It includes an optional photo, biographical data, address, contact details, list of linked patient folders, and financial defaults. You can print a mailing label, send a quick email message, and view a map of the street address from this panel. Click the Edit link at the top of the panel to make any changes. If you make changes, be sure to click

Save on the Quick Access toolbar (or press Ctrl+S on your keyboard) to save the changes. Or, click Cancel to ignore them.

Biographical Section This section includes the responsible party name, social security number, employer, insurance, and user defined fields.

Address Section This section displays the responsible party's home address.

Contact Details Section This section displays the phone numbers and email addresses you have listed for the responsible party. These contact details are separate from the details you may have listed in the patient folder. The icon beside a contact indicates whether that contact has been flagged to receive Edge Reminders messages: You can hover over an icon to review the details. In addition, you can click an email address to send a Quick Message to the responsible party. (See "Set Up Contact Categories" for details about creating / editing your contact category names.)

Patients Section This section lists the patient folders associated with this responsible party. The Guardian icon appears beside a name to indicate when the patient's address exactly matches the responsible party's address, indicating that the patient lives with that party.You can hover over the underlined name to view contact details, then click the email address in the popup to send a Quick Message, or click the name to open that record. Patients are also listed in the Family section of the page, described below.

Financial Details Section This section lists the miscellaneous charge late fee policy and send statement setting for the responsible party.

Family Details

This section lists the patients and other family members associated with this responsible party. You cannot edit the family links from this page: You can only link family members from the Family panel of the patient folder Home page. Patients are also listed in the Patients sections on the left side of the page, as described above.

Correspondence

This section of the page lists all email messages, mail merge documents, forms, and other correspondence you have generated, dragged, and scanned for this party. Use the

Filter in the upper-left corner of the list to select the types of documents to view. You can also adjust the columns of the correspondence section as needed. See "Correspondence History" for details.

Financial Snapshot

This section summarizes responsible party's financial contracts, including amounts past due, payments on file, and auto-receipt agreements.

Payments on file - Review and modify credit card and electronic transfer accounts the responsible party has authorized for your integrated collection purposes. See "Set Up Payments on File" for details.

Auto-receipts - Review and modify auto-receipt agreements. See "Set Up Auto-Receipts" for details.

AR Aging - Review the amount due and account aging for this responsible party. (You can also view account aging from the Financial page of the patient folder. See "View Patient Finances" for details.)

Insurance

You can add, review, and remove insurance plans for this party. Also, when you add or change an employer for the responsible party, you have an opportunity to add any associated insurance plans to the responsible party record as well. However, if the responsible party changes jobs, you must remove any canceled insurance plans manually.

Insurance plan details are linked in your Employer editor, Insurance Company editor, and the Responsible Party page of your patient folders. When you make a change in one place, the change affects the others automatically. However, Insurance Detail records in your patient folders are not linked: Changes to Insurance Detail records do not affect the other records, and vice-versa.

Add Insurance Plan - Click add to choose an insurance plan for this responsible party. You then select the insurance company and plan, and edit any plan and subscriber details. (Note that you can search for both the insurance company and plan, if needed.) If the plan you need is not listed, click to select the new plan row, and enter plan information in the bottom of the window. Your new plan will be added to this responsible party record, and the Insurance Company editor. However, no employer will be associated with this plan.

Add & Edit Details- After adding an insurance plan, use the fields under the company name to add and edit details about the subscriber and the plan, such as the maximum benefits allowed. Any changes you make to the plan will also change the corresponding plan in the Insurance Company and Employer editors.

Custom data - If you need to add even more information about this insurance plan, such as the type of form required, click Custom Data to create your own text field. Then type the information. If a custom field is blank, you can click beside the field name to remove it.

Delete a plan - Select the plan to remove from this responsible party, then remove. You cannot remove a plan that is associated with an active financial contract.

Save Changes

Click

Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.