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 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
- 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 exist on the Patient for it to be available in the dropdown.
- Select on the Receipt number.
- Select the Guarantor from the dropdown.
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