Guarantor

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.

  7. Click Save.

Edit or Remove a Guarantor

Follow the steps below to edit or remove the Guarantor to this patient.

  1. Select Patient > Patient.

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

    Tip: Check 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.

    1. To edit the Guarantor, simply edit the fields.

    2. To remove the Guarantor, erase the information.

  6. Click Save.