Skip to main content
Add a claimant for a patient claim

Add a parent or guardian to a Medicare claim

Updated over 3 months ago


Medicare standards require a parent or guardian to be the claimant on behalf of a patient that is considered a minor.

📝Before processing a claim for a minor, add the claimant to the client's file via the contact list


📝 You will need to create an invoice to change the claimant
​ 


Please, see below how to add a claimant for a patient claim:

1. Within the invoice scroll down to Client Information, then click Show \ Hide
2. Click on Change Claimant and then click on Insert Family Member

3. A popup window will appear, click on Insert 

💡 The Change Claimant button will only appear if the invoice has been set to a Patient Claim



Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you!

Did this answer your question?