• When a Patient ID is entered on the Receipt, the Guarantor for the Patient will populate the Receipt automatically if there is only one Guarantor.
• If the Guarantor ID pre-pended with a G (G2203) is entered in the Patient Field, the Patients linked to the Guarantor will display in a pop-up.
• When using Family Billing (one Statement for the entire family), the Account number on the Statement is the Guarantor ID.

The Patient and Guarantor Populate on the Receipt

• If the Patient has only one Guarantor, it will auto-populate on the Receipt.

Patient with More than One Guarantor

If there are multiple Guarantors, the one marked as the Default will populate.

• If neither are marked as the Guarantor, the field will be blank.
• Use the dropdown to select the Guarantor.

Use Guarantor ID in the Patient Field

If the Guarantor ID is entered in the Patient field preceded by a G, a list of Patients connected to that Guarantor will display.

Add a Guarantor to a New Receipt

1. In the Patient ID field, enter the Guarantor number prepended by a 'g' and select the Lookup icon. (Example: g12224).

2. In the pop-up window, select the Patient ID.

3. The Patient and Guarantor will populate on the Receipt.

Add a Guarantor to an Already Existing Receipt 

The Guarantor must already exist on the Patient for it to be available in the dropdown.

1. Select on the Receipt number.

2. Select the Guarantor from the dropdown.