Patient Payer Management

In order to charge the patient for the service provided, Communicare maintains account holder details for the patient.

All patients over 15 years old are assumed to be the default payer, however you can specify a different payer. There can be only one default payer for a patient.

If your user group has Billing rights for the Private Billing module, you can use the Patient Payer Management window to add a new payer from a list of existing patients, or add a new payer who is not in the database.

To display the Patient Payer Management window, use one of the following approaches:
  • From Patient Biographics iconPatient Biographics:
    1. In the Add or change patient biographic details window, select a patient.
    2. In the Change Person Details window, on the Administration tab, click Manage Payer(s).
  • In the Service Record at completion of a service encounter:
    1. On the Detail tab, set Private.
    2. On the Private tab, click Add Payer.
  • From Service Recording iconService Recording:
    1. In the Service Recording window, double-click a service.
    2. Click Edit Service Details'.
    3. On the Detail tab, set Private.
    4. On the Private tab, click Add Payer.
  • If your user group has Billing Administration system rights, for an existing invoice, select File > Private Billing Administration and in the Payer/Receiver field, click Add Payer iconAdd Payer.

Adding a payer

To add a payer to a patient's record:
  1. In the Patient Payer Management window, click Add iconAdd.
  2. In the Patient Search window, enter details and search for the payer.
  3. If the new payer does not exist in the database, click New patient buttonNew Patient. The payer can be added as a non-patient. See Adding a New Patient for more information.
  4. Otherwise, select a patient from the list of existing patients and click Select Patient buttonSelect Patient. The selected patient is added to the list of payers.
  5. If you want to make the person you just entered responsible for all accounts for the patient, in the Patient Payer Management window, set Default Payer.
  6. If required, from the Payment Method list, select the payer's preferred payment method.
  7. Click Save.


If selected as the default payer, the new payer is listed in the Payer field for that patient whenever a payment window is displayed.