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.


The Guarantor is the person who is responsible for Payment, and the person who will receive the Statement.


Guarantor Panel

  • Modify: Select to Edit this Guarantor's Information.
  • This is not used for adding a new Guarantor.

  • Receipts: Select the Receipt link to display all Payment Receipts that have been entered for this Guarantor.

  • Change Log: Use the Change Log link to view changes that have been made to the Guarantor, who made the changes, and when the changes were made.

  • Register as a New Patient: Select to register the Guarantor as a New Patient.


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 Panel

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 Panel

List of Payment Plans for this Guarantor. Existing Plans can be modified and new plans can be added.


Guarantor Statement/Notification History Panel

Statements and Notifications

  • Detailed History information is given for each Statement/Notification sent.
  • Batch Number
  • Statement Profile used
  • Date Batched
  • By: The User who batched the Statements/Invoices
  • Uploaded Date
  • By: The User who uploaded the Batch
  • Patient Name(s)
  • New Encounters on the Statement/Invoice
  • Amount of the New Encounters
  • Previously Billed Encounters
  • Previously Billed Amount
  • Total: New plus previously billed Encounters
  • Status, such as Not Batched, Not Yet Mailed, etc.
  • Dates, Status, User, New and Previous Encounters, etc.
  • Encounters that were manually removed from the batch
  • Not Batched Encounter Numbers
  • Exceptions: Reason why the Encounter(s) was not batched.


Send Billing Notification

A quick Billing Notification or other message can be sent using the Send Billing Notification link. Learn More: On-Demand Billing Notification


Guarantor Documents

Drivers License and Insurance can be scanned on the Guarantor Dashboard as well as the Patient Dashboard.


Learn More

Add a Guarantor

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?




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