Default Guarantor Assignment - PM
Automatically file a Financial Eligibility or Cross Episode Financial Eligibility record when creating a client admission. myAvatar can instead be set up to add a Guarantor Selection row automatically in the Financial Eligibility, Cross Episode Financial Eligibility, or Family Financial Eligibility forms.
Warning: Once it has been filed, a default guarantor assignment cannot be cleared, only updated.
Prerequisites:
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The default guarantor must have a default guarantor plan set up in the Guarantors/Payors form to automatically file a Financial Eligibility or Cross Episode or Financial Eligibility record for a new admission. If no default guarantor plan exists, only the admission will be filed.
- Go to: Avatar PM > System Maintenance > System Definition.
- Enter a guarantor in the Guarantor Name/ID# field. Choose the Select Guarantor Name button to search. Select the correct guarantor and click OK.
- In the Default The Guarantor During field, select when myAvatar should default the guarantor. Select whether assignment will occur at the Filing of Admission, or at the Entry to Financial Eligibility Forms.
- Select the form to which the guarantor will be added.
- In the Default The Guarantor Only If field, choose when to default the guarantor. The option to default is available only if no guarantor exists, or only if there is no existing Financial Eligibility record for that episode.
- ► Registry Settings