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 Address
  • Guarantor's ID number
  • Guarantor's DOB
  • Guarantor's Phone numbers
  • Patient Relationship to Guarantor
  • Last Billed (Most recent date billed to the Responsible Party)
  • Balance



  • Last Payment Date
  • Payment Plan Remaining (Visible only if a Payment Plan is set up).
  • Escrow
  • Dunning Count
  • Paperless Statement Opted In/Out
  • Email Notification Opted In/Out
  • Text Notification Opted In/Out
  • Voice Notification Opted In/Out



  • Select the plus icon (+) to expand the panel to view more Guarantor information. 
  • Select the Guarantor's name to open the Guarantor Dashboard to view the Guarantor Balance, Statement Addresses, Patients Linked to Guarantor, and Statement History.



 Guarantors link: Select the Guarantors link to open the Guarantors List screen.



  • Select the Add button to add a new Guarantor.
  • Select the Delete button, to remove a Guarantor permanently.
    • Delete only if you added the Guarantor by mistake. Otherwise, add a new Guarantor and make it the default and Expire the old Guarantor by entering an Expiration Date.
  • Modify link: Modify a Guarantor to an existing Guarantor's information. 
  • Guarantor ID link: Opens the Guarantor Dashboard.


Payment Plans link: Opens the Payment Plan screen.

Credit/Debit Cards link: Opens the screen to Add Credit/Debit Cards.

  • Your practice must be using one of our Merchant Service vendors for credit card processing to use this feature.


Learn More





    • Related Articles

    • 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 ...

    • Notifications Panel

      The Notification panel is found on the Statements Management Dashboard. All Notifications link: Manage Errors link: Breakdown of Statuses with Total for each Status to open and the percentage. Select the Total number link to view the Statements in ...

    • Patient Appointment Panel on the Patient Dashboard

      Patient Appointment Panel on the Patient Dashboard The Patient Appointment Panel, by default, only shows a few Appointments. To see all Appointments that have been scheduled for a Patient, select the Plus symbol (+). The Appointments are listed in ...

    • Find Patient/Guarantor/Policy Holder

      Skip to end of metadata Go to start of metadata To avoid duplicates, you should always search for a patient before Registering a new Patient Patient Search Click Patient on the Left Side Menu. Enter Search Criteria. Select Include Policy ...

    • Global Patient Search

      Billing services often have multiple Databases where the same Patients are seen, or when patients call, they do not know the Practice or Provider name. To make the search more efficient, the Global Search checkbox can be used to search for ...