The Guarantor must be correctly setup during Registration or on an existing Patient. When the Employer or Attorney is added as a Guarantor, it is also added to the Active Policies Panel.

Add the Employer/Attorney as Guarantor during Patient Registration

From the Guarantor Demographic panel on the Patient Registration screen:

1. Patient is Guarantor: Choose No.
2. Relationship to Guarantor: Choose 20 - Employee/Attorney.
3. Employer: Choose the Employer (Must be setup in the Employer/Attorney Library)

4. When the Guarantor is added to the Patient, the Employer is added automatically to the Active Policies Panel on the Patient Dashboard.

Add Employer/Attorney Guarantor from the Patient Dashboard

1. Select the Guarantors link.

2. From the Guarantor list screen, select Add.

3. Patient relationship to Guarantor: Select 20 - Employee
4. Default: Select Default for this Guarantor to be the default responsible party for new charges. This can be overridden during charge entry.
5. Employer/Attorney: Select the Employer/Attorney from lookup.
6. Select Save [F2].

The system automatically creates a new Default Insurance Management Profile for an Employer/Attorney as the Primary policy and makes the patient not responsible upon saving the Add/Modify Guarantor screen.

Your system shows the policyholder as the Patient.

• This option is chosen since the Patient is employed by this Employer.

• The Patient does not receive an Invoice or Statement.

Learn More

Attorney and Employer Direct Invoices Overview

Setup the Attorney/Employer Library for Direct Billing (Invoicing)

Add Employer/Attorney to Patient Dashboard for Direct Invoicing

Create an On-Demand Invoice

Invoice Payment Posting