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.




    • Related Articles

    • Modify/Delete a Guarantor

      Update an Existing Guarantor On the Patient Dashboard, click the Guarantor's Name Click Edit. Make modifications. Click Save (F2). If the default Guarantor's address was changed, you will be prompted with the option to change the patients' addresses ...

    • Create and Post a Patient Receipt/Payment Manually

      Create a Patient Receipt Manually If the Copay was not entered during the Check-in/Check-out workflow, or if your Practice does not use the Calendar, there are several ways to create a Patient Receipt. Enter NR in the Navigation box (Go-Cuts) ...

    • Delete an ERA Receipt and Repost

      If an ERA Receipt did not post correctly, the Receipt can be deleted and reposted using the ERA Apply button or post manually using Post Expert on the ERA. Attach to the original Reference Batch. Delete an ERA Receipt On the ERA List screen, select ...

    • Add a Guarantor

      Add a New Guarantor From the Patient Dashboard, the Guarantors () link. On the Guarantor List, select the Add button. Guarantor Panel Entered is defaults to the current date. Patient's Relationship to Guarantor: To select someone other than Self, ...

    • Guarantor Dashboard Overview

      Guarantor Dashboard Overview The Guarantor Dashboard is accessed from the Guarantor Panel on the Patient Dashboard or from the Find Patient/Guarantor screen. Guarantor Panel Edit: Select to Modify this Guarantor's Information. This is not used for ...