Before you can issue statements for a resident, you must indicate the payer contact in the contacts tab of their chart. In the Billing tab, when there are no payers set up for a resident, it will show as highlighted in the screenshot below.
Step 1:
Navigate to the residents profile in the EHR by entering the residents name into the "Jump to..." bar and clicking on the resident in the dropdown.
Step 2:
Click into the resident's Contacts tab.
Step 3:
Click on the contact you are setting as the resident's payer. If they have no contacts listed, click the add contact button on the right to add the contact's information.
Step 4:
Click on the toggle for "Payment of Care" under the contact "Role" options. When the "Payment of Care" option is toggled on, it indicates that this contact is responsible for paying. Click "Save".
Step 5:
Once saved, you can confirm the contact has been set correctly for the resident by going to the resident's profile in Billing. You will see the payer contact indicated under the responsible person on the left hand side.
