Guarantors and Insured

Guarantors & Insured Window

Patient>General>Guarantors & Insured

With the Guarantors & Insured window, you can manage patients' guarantor and insured information. The window consists of two tabs: Guarantors and Insured.

Guarantors Tab – Guarantor Information Subtab

Patient>General>Guarantors & Insured

On the Guarantors tab, you can:

>	Add a new guarantor for the patient.

>	Update existing guarantors' information.

>	Delete an existing guarantor.

Guarantors Tab – Employer Information Subtab

Patient>General>Guarantors & Insured

With the Employer Information subtab, you can enter contact information for a selected guarantor's employer.

Guarantors & Insured Window - Insured Tab

Patient>General>Guarantors & Insured

On the Insured tab, you can:

>	Attach a new insured to the patient's existing pay source.

>	Update existing insured's information.

>	Delete an existing insured.

If a payer is deleted from Patient>General>Payers for the patient, the insured that is attached to the payer will be deleted from the Insured tab in this window as well.

Adding a Guarantor

1.	In the Patient component, select a patient.

2.	Go to General>Guarantors & Insured.

The Guarantors & Insured window opens with the Guarantors tab and the Guarantor Information subtab active.

3.	Add a new row.

A new line appears in the grid and the fields are cleared in the right side of the window.

4.	Complete the fields as appropriate.

5.	Click the Employer Information tab.

6.	Complete the fields as appropriate to enter information about the guarantor's employer.

7.	Save your changes.

Editing a Guarantor

1.	In the Patient component, select a patient.

2.	Go to General>Guarantors & Insured.

The Guarantors & Insured window opens with the Guarantors tab and the Guarantor Information subtab active.

3.	Click a row in the grid to highlight it.

The fields in the right side of the window populate with the guarantor's information.

4.	Make changes to the fields as appropriate.

5.	Click the Employer Information tab.

6.	Make changes to the fields as appropriate.

7.	Save your changes.

Deleting a Guarantor

1.	In the Patient component, select a patient.

2.	Go to General>Guarantors & Insured.

The Guarantors & Insured window opens with the Guarantors tab and the Guarantor Information subtab active.

3.	Click a row in the grid to highlight it.

The fields in the right side of the window populate with the guarantor's information.

4.

Click .

5.	In the confirmation dialog, click Yes.

The row disappears from the grid and the fields on the right side of the window are cleared.

6.	Save your changes.

Adding an Insured

1.	In the Patient component, select a patient.

2.	Go to General>Guarantors & Insured.

The Guarantors & Insured window opens with the Guarantors tab active.

3.	Click the Insured tab.

4.	Click to add a new row.

A new line appears in the grid and the fields are cleared in the right side of the window.

5.	Complete the fields as appropriate.

6.	Save your changes.

Editing an Insured

1.	In the Patient component, select a patient.

2.	Go to General>Guarantors & Insured.

The Guarantors & Insured window opens with the Guarantors tab active.

3.	Click the Insured tab.

4.	Click a row in the grid to highlight it.

The fields in the right side of the window populate with the guarantor's information.

5.	Make changes to the fields as appropriate.

6.	Save your changes.

Deleting an Insured

1.	In the Patient component, select a patient.

2.	Go to General>Guarantors & Insured.

The Guarantors & Insured window opens with the Guarantors tab active.

3.	Click the Insured tab.

4.	Click a row in the grid to highlight it.

The fields in the right side of the window populate with the insured's information.

5.

Click .

6.	In the confirmation dialog, click Yes.

The row disappears from the grid and the fields on the right side of the window are cleared.

7.	Save your changes.