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 associated with this Guarantor.
Select the patients whose addresses you want to change to the new Guarantor's address.
Click Save and Continue.
If a new Guarantor was added to an existing Patient, Encounters can be updated with the new Guarantor one at a time on each Encounter, or on the Patient Dashboard, multiple encounters can be updated at once.
Delete or Expire a Guarantor
The Delete button will only delete the linkage between the Guarantor and the Patient. It will not delete the actual Guarantor.
If the Guarantor is attached to a Patient Charge, the Guarantor must be expired instead of deleted.
Delete a Guarantor
On the Patient Dashboard, select the Guarantors link.
Choose a Guarantor
Select Delete
Enter a Reason
Select Delete
Expire a Guarantor
To expire a Guarantor, enter an Expiration Date on the Add/Modify Guarantor screen.
Ensure that the Default checkbox is unchecked when expiring the Guarantor.
Learn More
Related Articles
Delete or Modify a Receipt
Delete a Receipt Entered in Error Select the Receipt to be deleted. From the Receipt Dashboard, select the Delete button. Enter a Reason for deleting. Select the checkbox to confirm that this action cannot be undone. Select Submit. The Delete Button ...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 ...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 ...Add a Guarantor
Add a New Guarantor From the Patient Dashboard, the Guarantors () link. On the Guarantor List, select the Add button. Guarantor Panel Entered is defaults to the current date. Patient's Relationship to Guarantor: To select someone other than Self, ...Add or Modify a User
Add or Modify a User User Maintenance From Admin on the Left Side Menu, select User Maintenance. Search for existing Users by using the Filter Criteria. You will be prompted to enter your password when accessing or creating Users. If you have access ...