Title: Set up a patient account.
Course: Medical Assistant I (14151-I) > Section: Managing Financial Transactions

Setting up a patient account should include

- a personal data sheet
- payment arrangements
- identification of the person legally responsible for any charges
- verification of insurance and benefits.

Process/Skill Questions:

- What information is included in the personal data sheet?
- Why is it important to get all information on the sheet?
- How is the legally responsible person determined?