Self Pay Profile

Self Pay Profile

The Guarantor is the Responsible Party for all balances that are in the status of Patient Responsibility. The System defaults to Self Pay when there is no Insurance Profile.

Two Types of Patient Responsibility:

  • Self Pay: Patient does not have Insurance. The system assigns Self Pay automatically if no Insurance is chosen on Patient Registration. A Self Pay Charge does not have a Claim Status because it will never go to an Insurance.
  • Self Pay after Insurance: The remaining Balance drops to the Patient after Insurance has paid.


If Self Pay is not on Insurance Management, you can choose Add Self Pay Profile to add the Profile. This is not usually necessary because if Self Pay is chosen on Patient Registration or on the Encounter, the Self Pay Profile is automatically added to Insurance Management. The Add Self Pay Profile button will no longer be available if Self Pay is already a profile.




Moving an Encounter to a Self Pay profile after it has been assigned to an Insurance profile

The ability to move an Encounter from a Profile with Insurance to a Self Pay Profile using Insurance Management is allowed only when there are no Copay transactions posted to the Encounter.


Learn More

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