Add a Guarantor

A Guarantor is the person held accountable for the patient's bill. The Guarantor is always the patient, unless the patient is a minor or an incapacitated adult.

  1. Select Patient > Patient.

  2. Use the Search field to search through your patients. 

    Place a check in the “Include inactive patients” box to include inactive patients in your search results.

  3. Select the Patient.

  4. Click the Billing Info tab.

  5. Navigate to the Guarantor section.

  6. Type in the guarantor’s information.  

    Enter the guarantor information (Name, relationship to patient, DOB, SSN, address, etc.) or select the "Copy from insured" button to copy over the insured party's information.

  7. Click Save.