Quick Bar: Overview---Demographics (More)---Insurance---Credit_Messages---Balance_Detail---Workers'_Compensation---Patient_Specifics---Referral_Authorization---Recall_Logging---Appointments_List

Patient Entry - Guarantor Area

Use the Patient Entry - Guarantor Area to maintain information about who is financially responsible for the patient's account.  The guarantor is the person responsible for the patient's account, and may or may not be the patient.  Generally, the guarantor is the holder of the insurance policy and receives the private statements.  The table following the window example describes the Guarantor Area for the Patient Entry - Demographics Window.

Note:  The guarantor must first be set up as a patient, even if they are not a patient and are only paying the bills.

Directions:

To display the Guarantor Area, open the Demographics Window.

Tip:  For details about opening windows, refer to the Patient Reference Panel.

 

Guarantor Area Window Example:

 

Patient Entry - Guarantor Prompts

Tip:  To see more information about a field, click the hyperlink for that field .

To view all of the existing patient records, click Search.  From the Search list you can select the record to load into the Guarantor Area.

Keyboard shortcut:  [ALT + r]

To open the Guarantor Information Window, click the Guarantor Drill Down Icon.

Tip:  Use the Guarantor Window to verify and edit guarantor demographic and insurance information.
To learn how to verify guarantor information, click Here.

Note:  The Guarantor Drill Down Icon only appears if you enter an Account Number for a guarantor different from the current patient account number.

#/Last Name

Displays the patient's last name as the default guarantor of the account. (up to 20 characters)

Entry options:

  • If the patient is the guarantor, press [TAB] to accept.

  • Or, to specify a different guarantor, enter the Account Number, or enter the Last Name.
    Tip:      For family billing, enter the family guarantor's Account Number.

  • Or, to specify the Employer as the guarantor, enter E.
    Tip:      If the employer is assigned as the guarantor, you need to enter the patient employer information.

  • Or, to specify the guarantor has the same last name but different first name from the patient, press [TAB] to the First Name field.

  • Or, to search for the guarantor's Account Number, click Search within the Guarantor Area.

Note:  If you enter an Account Number in the #/Last Name field, the Import Insurances Icon displays for importing insurance information from the guarantor's account to the patient's account.

First Name, I.

Displays the default patient First Name or the First Name of the guarantor's account.  Press [TAB] to accept or enter a First Name. (up to 18 characters)

Notes:

  • If you entered a Last Name above instead of an Account Number, you can enter the guarantor's First Name here.

  • If you enter a First Name and did not change the Last Name field, the system assumes the guarantor has the same Last Name as the patient, such as in the case of a spouse or dependent.

Relationship

Defaults to 01 for (SELF).  Press [TAB] to accept or enter another predefined Relationship ID. (up to 4 characters, defined during Relationship Maintenance)

To open the Import Guarantor Insurance Window, click the Import Insurances Icon.  To see directions for importing insurance information, click Here.

Tip:  Use the Import Guarantor Insurance Window to quickly and selectively import guarantor insurance information to the patient's account.

Note:  The Import Insurances Icon only appears if you enter an Account Number other than the current patient account number as the guarantor.

Other Patient Entry