Update an Existing Guarantor

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

2. Select Modify.

3. Make modifications.
4. Select Save [F2].

5. 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.

6. 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.

2. Choose a Guarantor.
3. Select Delete.

4. Enter a Reason.
5. 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