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Add Responsible Party Information

This window links the patient with a responsible party. Complete the fields as appropriate. If the choice in the Rel to Resp field on the Patient Information window was selected as self, many of the details of this window will be automatically populated. Fields with a red asterisk are required.

Following are descriptions of some of the fields on this window:

Responsible Party/Billing Information: Complete the contact details for the responsible party.

Responsible Party Type: Click the radio button beside the most appropriate responsible party type. Only one type may apply to a single responsible party. Responsible party types are customized by the practice. They are used in reporting and are typically financial in nature.

See Also

Adding a Patient Record

Add a Patient Record

Add Patient Information

Add Primary Dental Plan

Medical Information

Recall Information