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Default Guarantor Assignment - PM

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Automatically file a Financial Eligibility or Cross Episode Financial Eligibility record when creating a client admission.
Note: Once it has been filed, a default guarantor assignment cannot be cleared, only updated.

  • {AVSolutionSuite}} 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.

Prerequisite:

  • 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 Financial Eligibility record for a new admission. If no default guarantor plan exists, only the admission will be filed.

  1. Go to Avatar PM > System Maintenance > System Definition.
  2. Enter a guarantor in the Guarantor Name/ID# field. Choose Select Guarantor Name to search and select the correct guarantor.
  3. In the Default The Guarantor During field, select when myAvatar should default the guarantor. The assignment will occur at either the Filing of Admission or at the Entry to Financial Eligibility Forms.
  4. Select the form to which the guarantor will be added.
  5. 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.
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