A guarantor is the person responsible for invoices and statements.
Instructions
Link Family/Contacts
- Access Patients > search for and open the patient for the person being assigned as the guarantor > Family/Contacts.
- Click the '+ Family Member' button.
- In the Select a Patient modal, input search criteria for the family member, and click 'Search.'
- Highlight the family member in the search results grid.
- Select a Family Role.
- Click 'Save.'
- Repeat steps #3 - #6 for additional family members.
Assign Guarantor
- Access Patients > search for and open the patient > Demographics.
- In the Other Information section, in the Guarantor field, select the appropriate name.
- Click 'Save.'
Additional Information
- The guarantor displays in the "Bill to" field of the invoice.
- Invoices created before the guarantor was assigned are not updated retroactively.
- A guarantor can be assigned to any patient. It might be advantageous to have an office policy that addresses assigning a linked family member for patients over age 18.