Merge Guarantors

Merge Guarantors


If a Guarantor has been entered two times, the two Guarantors can be merged.


Items that will be Merged

  • Statement Batch Items
  • Charges
  • Receipts
  • Additional Addresses
  • Scanned and uploaded documents
  • Notifications
  • Payment Plans


"Merged Into" Guarantor

The "Merged Into" Guarantor retains the following:

  • Guarantor's Payment Rules
  • Notification Settings
  • Contacts
  • Employment
  • Personal Information


Merge the Guarantors

  1. From Admin, select the Merge Guarantors button.


  1. Guarantor ID 1: Search for the first Guarantor.
  2. Guarantor ID 2: Search for the second Guarantor.
  3. Merge Into: Choose the Guarantor that you want to merge the information into.
  4. Note: Enter a note why the merge is being done. (Optional)
  5. Select Save [F2].




    • Related Articles

    • Find and Merge Duplicate Patients

      From the Admin Dashboard, select the Merge Patients button. Use the Filter criteria to find duplicate patients. The default criteria are First Name (cannot be unchecked), Last Name, and Date of Birth. The first names of the patients must be the same ...
    • Find and Merge Duplicate Insurances

      Find and Merge Duplicate Insurances The merge process cannot be undone From the Admin Dashboard, select Merge Insurances. Enter Filter criteria for the insurances you want to merge. Click Search to find the duplicate insurances. Select the checkboxes ...
    • Modify, Delete, or Merge Encounters on Incomplete Charges

      Modify/Delete/Merge Encounters on Incomplete Charges Delete an Incomplete Charge This action cannot be reversed. Reasons for Deletions A duplicate Encounter was received. The Charge was created from your Clinical Documentation in error. Deletion ...
    • Patient Dashboard: Guarantors Panel

      Patient Dashboard: Guarantors Panel Guarantor A Guarantor is the person/entity who is financially responsible for this Patient and would receive a statement/invoice for services rendered. Guarantor Panel on the Patient Dashboard Guarantor's Name and ...
    • Merge Duplicate Employers/Attorneys

      Merge Duplicate Employers/Attorneys The Ability to Merge Employers/Attorneys is located on the Admin screen. Admin > Merge Employers/Attorneys Rules for Merging Employers*** Merging requires that the records being merged are the same Type. If the ...