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Add a claimant for a patient claim

Add a parent or guardian to a Medicare claim

Updated over a week ago


Medicare standards require a parent or guardian to be the claimant on behalf of a patient that is considered a minor.
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๐Ÿ“Before processing a claim for a minor, add the claimant to the client's file via the contact list


๐Ÿ“ You will need to create an invoice to change the claimant
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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
โ€‹2. Click on Change Claimant and then click on Insert Family Member

3. A popup window will appear, click on Insertย 

๐Ÿ’ก The Change Claimant button will only appear if the invoice has been set to a Patient Claim



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