Add a Guarantor

Add a Guarantor


Add a New Guarantor

  1. From the Patient Dashboard, the Guarantors () link.
  1. On the Guarantor List, select the Add button.

Guarantor Panel

  1. Entered is defaults to the current date.
  2. Patient's Relationship to Guarantor: To select someone other than Self, choose the relationship of the Patient to the Guarantor from the dropdown.
  • Example: 19 - Child
  • The Mother is the Guarantor and the Patient's relationship to her is child.
  1. Select the Default checkbox for this Guarantor to be the default responsible party for new Charges.
  • This can be overridden during charge entry.
  • If there is not a default Guarantor selected, you will be required to choose a Guarantor during Charge entry manually.
  1. Effective and Expiration Dates: Use when a new Guarantor is added.

Guarantor Demographics

  1. Use the Lookup icon to search for the Guarantor.
  • If the Guarantor is not found, create a new Guarantor by entering the Last and First Name in the Guarantor Demographics Panel.
  • The other Demographic fields are optional.
  • SSN, DOB, Sex, and Language.
  1. Select Scan to scan a driver's license using Direct Scanning, if you have subscribed to this feature. *Direct Scanning is a premium add-on feature.*

Address Panel

If the Guarantor's address is the same as the Patient, select Copy Address from Patient checkbox.

  • If the address is different, enter the new information.


Employment Panel

The Employment Information is optional unless Employee/Attorney was selected as the Relationship (20).

Contact Information Panel

  • Home Phone
  • Work Number
  • Cell Phone
  • Email
  • Reminder Preference: Preferred Reminder option can be selected here.


Payment Rules Panel

If the rules are set here to reset the Dunning Count, it will override the Payment Rules that are set up in Statement Profiles.

  • Amount: Enter the minimum percentage (%) of the outstanding balance or the minimum dollar amount ($) that will be accepted to Reset the Dunning Count when Auto-Post is used.
  • If the Patient/Guarantor Payment is auto-posted and meets the Payment Rules, the Dunning Level will auto-reset to the count it was prior to the Statement being sent or Reset to Zero depending on the Dunning Reset chosen.
  • Dunning Reset: Select an option to reset the Dunning Count by Minus One or Reset to Zero.
  • Minus One: Sets the Dunning Count to what it was before the last Statement was batched, and the same Dunning Message will be on the next Statement..
  • Reset to Zero: This starts the Dunning Count over as it is before any Statements were sent, and the first Dunning Message will be on the next Statement.
  • Reset Cycle Days: Select the checkbox to Force this Guarantor's Statement into the next Statement Batch.
  • This allows you to send a Statement without waiting for the standard Cycle Days period.
  • Example:
  • The Cycle Days are set to 30 days, but it has only been 15 days.
  • You want the Statement to go out on the next Statement run.
  • If this box is checked, when Statements are run, this Guarantor's Statement will be created and sent.


Balance Notification Panel

*Premium add-on feature

  • Paperless: The Paperless field is populated based on Patient System Settings. 
  • The setting can be updated for a single Guarantor.
  • Example: if your practice is defaulting Patients to paperless Statements, but the Patient wants to receive a paper Statement, they can be Opted Out of Paperless here.
  • Email/Text: The Notification Settings in Statement Profiles in the Admin Dashboard determine if/when balance notifications are sent via text, email, or both.
  • The Email and Text Opted Out options allow you to remove a Patient from one or both of these contact methods.
  • Note: Internal Note
  • Select Save [F2].


If a new Guarantor was added to an existing Patient, Encounters can be updated with the new Guarantor one at a time on each Encounter, or on the Patient Dashboard, multiple encounters can be updated at once.


Update Existing Encounters with a New Guarantor from the Encounter

  1. From the Encounter Dashboard, select Modify.
  1. From the Guarantor dropdown list, select a new Guarantor.

    

  1. Select Save.

    

 

Update Existing Encounters with a New Guarantor from the Patient Dashboard

  1. From the Patient Dashboard, go to Select Action in the Balance panel.
  2. Select Change Guarantor from the Select Action dropdown.

  1. Select the checkboxes beside the Encounters where you want the Guarantor changed.
  2. Select Apply.

    

  1. Select the Guarantor from the dropdown.
  • The Guarantor must be added before it will display in the dropdown.
  1. Reset Dunning Count: Select the checkbox to Reset the Dunning Count Message.
  2. Re-Bill: Select checkbox to bill the new Guarantor.
  3. Note: Internal Note.
  4. Select Save (F2).

    





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