Modify/Delete a Guarantor

Modify/Delete a Guarantor


Update an Existing Guarantor

  1. On the Patient Dashboard, select the Guarantor's Name.

    

  1. Select Modify.

    

  1. Make modifications.
  2. Select Save [F2].

  1. 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.
  1. Select 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

  1. On the Patient Dashboard, select the Guarantors link.

  1. Choose a Guarantor.
  2. Select Delete.

  1. Enter a Reason.
  2. 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

Guarantor's Statement History

View Sent Statement

Add a Guarantor

Guarantor Panel on Patient Dashboard

Guarantor Dashboard Overview

Additional Guarantor Statement Addresses

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