Guarantor Panel

The Guarantor is the person or entity who is financially responsible and receives the Statement for services rendered to the Patient. This panel contains the Guarantor's information.

Payment Plans link: Opens the Payment Plans screen where Payment Plans can be set up or modified.

• Statements and Balance Notifications can be configured to be sent or to put the balance on hold.

Credit/Debit Card: A credit/debit card is required for a Payment Plan.

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.

• Credit Card information is never stored in the System. Instead, a token is stored that is used to communicate with your Merchant Service Provider where the Credit/Debit Card information is stored.

Guarantor's Information

1. Guarantor's Name and Address

• The Guarantor's name link can be selected to open the Guarantor Dashboard.

2. Guarantor's ID number:

• The System assigns an ID number to each Guarantor and usually is not the same as the Patient ID even if the Guarantor is the Patient

3. Guarantor's DOB
4. Guarantor's Contact Info
5. Patient Relationship to Guarantor

• Example: The Patient is a child, and the Guarantor is the mother.

• The relationship of the Patient to the Guarantor is Child.

6. Last Billed (Most recent date billed to the Guarantor)

• Last Billed contains:

• The Date the Guarantor was last billed for this specific Patient.
• The Total of the last Statement amount billed to the Guarantor for the current Patient and any other Patients that are linked to this Guarantor.

• This matches the Last Billed amount on the Guarantor Statement History on the Guarantor Dashboard.
• Example: Patient A, Patient B, and Patient C are under one Guarantor.

• Patient A has an outstanding balance of $100.
• Patient B has an outstanding balance of $50.
• Patient C has an outstanding balance of $35.
• The Guarantor was billed $185.00

• The individual balances on each Patient are summed for the amount shown in Last Billed.
• The amount in Last Billed will be $185 on each of the Patients in the Patient Dashboard Guarantor panel.

7. Balance: The Balance can be different than the Last Billed Amount if a Payment has been received since the Last Billed Date.

8. Last Payment: Post Date and Amount of the last Payment.

• This can be a Payment on another Patient with this same Guarantor.

9. Payment Plan Remaining: The total amount left on the Payment Plan.

• This field is visible only if there is a Payment Plan set up.

10. Escrow: Shows the Payments that have not been applied to an Encounter.
11. Dunning: The Dunning Message Count determines the message that is sent on the Statement and drives the Collections process.
12. Paperless:

• Statement Opted In (Green checkmark)/Opted Out (Red X)
• If Opted In, the Guarantor will not get a paper Statement.

13. Email Notification Opted In/Out

• If Opted In, the Guarantor will receive the Statement via the Email address that is on the Add/Modify Guarantor screen.

14. Text Notification Opted In/Out

• If Opted In, the Guarantor will receive the Statement via SMS (Text) message on the Cell Phone entered on the Add/Modify Guarantor screen.

15. Voice Notification Opted In/Out

• If Opted In, the Guarantor receives a Voice Message on the phone number that was set for the Message Preference on the Add/Modify Guarantor screen.

View Additional Guarantor Information

• Select the plus icon (+) to expand the panel to view additional Guarantors.

Open the Guarantor Dashboard

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

1. Select the Guarantors link to open the Guarantor List screen.

• This screen displays all Guarantors that have been added to this Patient.

2. On the Guarantor List screen, select the Add button to add a new Guarantor.

3. To remove a Guarantor, highlight the Guarantor and select the Delete button.

• Enter a Reason and Save.

• Caution: Only Delete a Guarantor if you added it by mistake.

• The Guarantor's may be connected to Claims and Statements.

• Otherwise, add a new Guarantor and make it the default and Expire the old Guarantor by entering an Expiration Date.

4. Modify link: Modify a Guarantor to an existing Guarantor's information.

5. Guarantor ID link: Opens the Guarantor Dashboard.

• On the Guarantor Dashboard, the Send Balance Notification link can be used to send a notification on-the-fly.

6. Default Guarantor

Learn More

Guarantor Dashboard Overview

Add Secondary Guarantor Address

Statements

Was an Individual Statement Mailed?

View a Guarantor's Statement History

View the PDF of the Sent Statement