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 adding a new Guarantor.
- Receipts: Shows all Payment Receipts that have been entered for this Guarantor.
Statement Addresses Panel
This panel can be used to add additional addresses for Patients who have seasonal addresses. The Primary Residence is the address added on the Add/Modify Guarantor screen.
Patients Linked to Guarantor
All of the Patients linked to this Guarantor will be listed here.
Example: There are 3 children in the family and all are linked to their father as the Guarantor. The father will receive one Statement for all 3 children.
Guarantor Payment Plans
List of Payment Plans for this Guarantor. Existing Plans can be modified and new plans can be added.
Guarantor Statement/Notification History
A list of all Statements and Notifications is viewable in this panel.
Detailed History information is given for each Statement/Notification.
Dates, Status, User, New and Previous Encounters, etc.
The ability to view a Statement/Notification is available for a limited time.
Guarantor Documents
Drivers License and Insurance can be scanned on the Guarantor Dashboard as well as the Patient Dashboard.
Learn More
Modify/Delete a Guarantor
Additional Guarantor Statement Addresses
Guarantor Panel on the Patient Dashboard
Statement History/View Patient Statements & Notifications
Mailed Status of a Statement Batch
Was an Individual Statement Mailed?
Related Articles
Modify/Delete a Guarantor
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