Quick Bar: Overviews (More)---Patient---SSN_Validation---Choose_Appointment---Demographics---Contacts---Info---Comments---Diagnosis---Workers'_Comp---Workers' Comp_User-Defns---Remarks---Referral/Phys---Guarantor---Employer---Insurances---Remove_Images---Add_Images---Print_Forms


Patient Guarantor Wizard - Overview

Use the Patient Guarantor Wizard, which is launched from other Patient Wizards, to quickly and easily create or edit guarantor demographic and insurance information, when the guarantor is not the patient.  The guarantor is the person responsible for the patient's account, is usually the holder of the insurance policy, and receives the private statements.  For example, a parent is often the guarantor for a minor child.  In INSight a guarantor must have a patient record, even if not actually a patient of the practice.  The Wizard guides you through each step of data entry in an organized manner.  It also provides the flexibility to skip around among the steps.  The table below describes each step for the Patient Guarantor Wizard.

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Directions:

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Field Details by Step

Choose Patient

Contains the Patient Account Number.

SSN Validation

Contains the Social Security Number to confirm that you are entering a patient that does not already exist.

Note:  This step does not appear if the guarantor already exists.

Demographics

Contains the patient's name, address, marital status and other demographic information.

Additional Contact

Contains patient contact information such as the cell phone number, fax, email, and a contact person.

Additional Information

Contains additional patient information such as the employment status, student status, consent code and organ donor code.

Balance Information Comments

Contains three user-defined comments fields.

Patient Diagnosis

Contains up to three diagnosis codes for the patient.

Workers' Compensation

Contains disability and status information for patients with Workers' Compensation claims.

Workers' Comp. - User Defined

Contains fields defined by the Workers' Compensation Control Record.  There are three date fields and eight alphanumeric fields that you can tailor to your practice's needs.

Remarks

Contains patient-specific remarks used for billing purposes.

Referral/Physician

Contains the patient's Provider and Referral Codes, if applicable.

Employer Information

Contains employer information for the patient, which is needed if the patient has a workers' compensation related illness or injury.

Insurances

Contains the list of assigned insurances for the patient.  Launches the Patient Insurance Wizard.

Remove/Review Patient Images

Allows you to view or remove existing images from the patient, such as scanned medical cards or the patient's photo ID.

Add Patient Images

Allows you to add images, such as scanned medical cards or the patient's photo ID, to the patient record.

Other Patient Wizard Steps