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Patient Entry - Guarantor Window
Use the Guarantor Window to verify and edit guarantor demographic and insurance information. The table following the window example describes the Guarantor Window of Patient Entry.
Tip: This window is a convenient tool for maintaining information about a guarantor. You can also maintain the guarantor's information using Patient Entry or the Patient Wizard.
Directions:
To display the Guarantor Window:
Open the Demographics Window.
Tip: For details about opening windows, refer to the Patient Reference Panel.
In the Guarantor Area, click the Guarantor Drill Down Icon .
Note: The Guarantor Drill Down Icon only appears if you enter an Account Number for a guarantor different from the current patient account number.
Guarantor Window Example:
Patient Entry - Guarantor Field Details by Area |
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View and maintain the guarantor's name, address, and phone number. |
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View and maintain remarks about the status of the guarantor's account. |
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View and maintain the guarantor's employer information, if applicable. |
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View and maintain the guarantor's martial status, date of birth, social security number and other identifications. |
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View and maintain patient guarantor information. |
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To view and maintain detailed information about conversations your practice has with the guarantor pertaining to the status of their account, click Notes. Tip: If set by the User Preference, the Notes button appears dimmed if no notes exist. |
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Displays insurances codes currently assigned to the guarantor and the associated insurance names for your reference. Tip: Guarantor insurance information is assigned at the Patient Entry - Insurance Window. |
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Images |
Displays the image associated with Patient Entry - Insurance Policy Holder Area for the guarantor. You cannot maintain the image at this window. Tip: For more information about images, see the Images Menu . |