Add Employer/Attorney as Guarantor to Patient Dashboard for Invoicing

Add Employer/Attorney as Guarantor to Patient Dashboard for Invoicing

Add Employer/Attorney as Guarantor to Patient Dashboard for Invoicing


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)

  1. 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.

  1. From the Guarantor list screen, select Add.

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







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