Add a Person Guarantor

Help Guide for NextGen® Enterprise PM 8

Change a Guarantor

Open the Patient Information window for the desired patient. Select the Relations/Roles tab. The Guarantor section displays the current guarantor. Select the Open Record button. If the current guarantor is a person, the Modify Guarantor Information window appears. If the current guarantor is an employer, the Employer Maintenance window appears. Select Change. The following prompt appears: Change guarantor to? Do one of the following: To change the guarantor to a person, select Person. The Guarantor Lookup window appears. To change the guarantor to an employer, select Employer. The Employer Lookup window appears. Enter the desired Search Criteria to find the person or employer. Select Find. All persons and patients, or employers, that match the search criteria entered display in the Matching Records list. If no records are found, the following prompt appears: No records were found! Do one of the following: From the Matching Records list, double-click to select the guarantor. Select New

Help Guide for NextGen® Enterprise PM 8

Add an Employer Guarantor

Open the Patient Information window for the desired patient. Select the Relations/Roles tab. In the Guarantor section, select the Open Menu button, and select Employer as Guarantor. The Employer Lookup window appears. In the Employer Name field, enter all or part of the employer's name. Select Find. All employers that match the search criteria entered display in the Matching Records list. Note: Items available for selection are from the Employers master file in File Maintenance. If no records are found, the following prompt appears: No records were found! From the Matching Records list, double-click to select the employer. The Employer Maintenance window appears. CAUTION: Do not make modifications in the Demographics section of the window. These changes update the Employers master file in File Maintenance. They also update employer records for all persons and patients already linked to the employer. Select OK. Parent topic: Guarantor Information

Help Guide for NextGen® Enterprise PM 8

Modify a Guarantor

Open the Patient Information window for the desired patient. Select the Relations/Roles tab. The Guarantor section displays the current guarantor. Select the Open Record button. The Modify Guarantor Information window appears. Modify information for the guarantor as needed. To save changes and close the window, select OK. Parent topic: Guarantor Information

NextGen® Enterprise EHR Help

Add a Person Guarantor

Open the Patient Information window for the desired patient. Select the Relations/Roles tab. In the Guarantor section, select the Open Menu button, and select Person as Guarantor. The Guarantor Lookup window appears. Do one of the following: If the patient is the guarantor, select Self. The patient displays in the Guarantor section of the Relations/Roles tab. If someone other than the patient is the guarantor, enter the desired Search Criteria to find the guarantor. Select Find. All persons and patients that match the search criteria entered display in the Matching Records list. If no records are found, the following prompt appears: No records were found! Do one of the following: From the Matching Records list, double-click to select the guarantor. Select New to add a person record for the guarantor. The Modify Guarantor Information window appears. Enter and update information for the guarantor as needed. In the Relationship field, select the guarantor's relationship to the patient. Th

NextGen® Enterprise EHR Help

Change a Guarantor

Open the Patient Information window for the desired patient. Select the Relations/Roles tab. The Guarantor section displays the current guarantor. Select the Open Record button. If the current guarantor is a person, the Modify Guarantor Information window appears. If the current guarantor is an employer, the Employer Maintenance window appears. Select Change. The following prompt appears: Change guarantor to? Do one of the following: To change the guarantor to a person, select Person. The Guarantor Lookup window appears. To change the guarantor to an employer, select Employer. The Employer Lookup window appears. Enter the desired Search Criteria to find the person or employer. Select Find. All persons and patients, or employers, that match the search criteria entered display in the Matching Records list. If no records are found, the following prompt appears: No records were found! Do one of the following: From the Matching Records list, double-click to select the guarantor. Select New

NextGen® Enterprise EHR Help

Designate a Person or Employer as the Guarantor

Open the Person Information or Patient Information window for the desired person or patient. Select the Relations/Role tab. In Guarantor, select the open menu icon, and then select either Person as Guarantor or Employer as Guarantor. If the patient is the guarantor, from the Guarantor Lookup window, select Self. If the guarantor is a person other than the patient, from the Guarantor Lookup window, do the following: Enter search criteria, and then select Find. In Matching Records, double-click an existing guarantor, or select New to add a record for the guarantor. In the Modify Guarantor Information window, update the information. In Relationship, select the guarantor's relationship to the patient, and then select OK. If the employer is the guarantor for employer-sponsored accounts, from the Employer Lookup window, do the following: Enter the employer's name, and then select Find. In Matching Records, double-click to select the employer.The Employer Maintenance window opens. CAUTION: Yo

Add a Person Guarantor

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Change a Guarantor

Add an Employer Guarantor

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Change a Guarantor

Designate a Person or Employer as the Guarantor

Add a Person Guarantor

Change a Guarantor

Add an Employer Guarantor

Modify a Guarantor

Add a Person Guarantor

Change a Guarantor

Designate a Person or Employer as the Guarantor