Add the Guarantor to a Receipt

Add the Guarantor to a Receipt

Populate the Guarantor on a Patient Receipt

  1. When a Patient ID is entered on the Receipt, the Guarantor for the Patient will populate the Receipt automatically.
  2. 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.
  3. When using Family Billing (one Statement for the entire family), the Account number on the Statement is the Guarantor ID.
  4. The Patient and Guarantor populate on the Receipt.




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).

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

  1. 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.

 

  1. Select on the Receipt number.

  1. Select the Guarantor dropdown and choose the Guarantor.




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