Add the Guarantor to a Receipt
Populate the Guarantor on a Patient Receipt
- When a Patient ID is entered on the Receipt, the Guarantor for the Patient will populate the Receipt automatically.
- If the Guarantor ID prepended 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.
Add a Guarantor to a New Receipt
In the Patient ID field, enter the Guarantor number prepended by a 'g' and select the Lookup icon. (Example: g12224).
In the pop-up window, select the Patient ID.
The Patient and Guarantor will populate on the Receipt.
Add a Guarantor to an Already Existing Receipt
The Guarantor must already be added on the Patient Dashboard.
Select on the Receipt number.
Select the Guarantor dropdown and choose the Guarantor.
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