Guarantor Dashboard Overview

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

    • Patient Dashboard Overview

      Patient Dashboard Select the Patients link on the Left Side Menu to navigate to the Find Patient/Guarantor screen. Use the Patient Lookup Filter Criteria to find a patient. Select the Patient ID to navigate to the Patient Dashboard. Register a new ...

    • 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 ...

    • Encounter Dashboard Overview

      Encounter Dashboard Overview Access the Encounter Dashboard Select the Encounter Number link on the Patient Dashboard, or Enter an e + Encounter number (e12345) in the Navigation Shortcut box. You can go to the Patient Dashboard from the Encounter ...

    • Statements/Invoices Overview

      Statements/Invoices Overview Statement and Invoice Profiles must be set up before Statements can be sent. Statements and Invoices must be set up separately. Both require Proofs to be approved. Statement Profiles Setup Setup for Invoice Billing System ...

    • Patient Dashboard: Balance Panel

      Balance Panel Features Navigation Links Post Charge Opens the Post Charge screen to add a new Charge for the Patient. ERAs Shows the number of ERAs, and the link opens the existing ERA List that is associated with the Patient. Cases Shows the number ...