
The Guarantor is the person or entity who is responsible for Payment, and the person or entity who will receive the Statement.
Guarantor Panel
Links in the 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.

- This link is only available if the Guarantor is not already a Patient.

Guarantor Info
The Guarantor fields in the Guarantor panel are read only, but most of the Guarantor Information can be changed by using the Modify link.
- To Add a new Guarantor, select the Guarantor link on the Patient Dashboard.

Read Only View Fields
- Default: The Default Guarantor is designated by a green check mark.
- Dunning Count: Dunning Counts are used to measure the delinquency of a Balance.
- This count is based on the number of Statements sent for the largest unpaid Encounter Balance.
- Effective/Expiration Date: Date the Guarantor became effective or expired.
- Reminder Preference: Home or Work Phone, Cell Phone (Call or Text), Email, USPS Mail, or Declined
- Guarantor's Name
- Guarantor's DOB
- Language: Primary language spoken
- Guarantor's SSN: Not often used
- Guarantor's Home, Cell, and Work Phone
- Guarantor's Balance: This is the Balance for all Patient's that have this person or entity as the Guarantor.
- Date and Amount of the Last Payment made
- Payment Rule: Shows the minimum Payment Amount or Percentage set up in the Payment Rule.
- Example: $25.00 was entered as the minimum Payment that needs to be paid for the Dunning Count to be set back to zero or set back by 1.
- Guarantor's Email Address
- Opt In/Opt Out Preferences: These options can be changed by selecting the Modify link at the top of the screen. A Red X indicates Opted Out, and a Green Check Mark indicates Opted In.
- Paperless: If Opted In, you will not receive Paper Statements.
- Email Notification: If Opted In, the Guarantor will receive Statements via Email.
- Text Notification: If Opted In, the Guarantor will receive Balance Notifications via SMS.
- Voice Notification: If Opted In, The Guarantor will receive Balance Notifications via Phone notification.
- A Guarantor can Opt In to multiple delivery options.
- Example1: If Opted In for Paperless and Opted In for Email, the Guarantor will receive Email Balance Notifications and will not receive paper Statements.
- Example 2: If Opted In for Paperless, Opted In for Email, and Opted In for Voice, the Guarantor will receive an Email and Voice Notification and will not receive paper Statements.
- POPS Payments Enabled (Premium Add-On Feature)
- By default, all Guarantors can make Payments in POPS.
- Modify the Guarantor to change their ability to make Payments in POPS.
- This field shows if POPS Payments are enabled or disabled for this Guarantor.
- Green Check: This Guarantor can make Payments in POPS.
- Red X: This Guarantor has been restricted from making Payments in POPS.

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.
- Additional addresses are added here.