Modify a Guarantor
- Select the Open Record
button.
The Modify Guarantor Information window appears.
Recommendations
Help Guide for NextGen® Enterprise PM 8
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. Select Delete. The following prompt appears: Confirm removal of legal guarantor from patient chart? To delete the guarantor, select OK. Note: The deleted guarantor is not removed from the Relationship section of the tab. Parent topic: Guarantor InformationDelete a Guarantor
Help Guide for NextGen® Enterprise PM 8
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 NewChange a Guarantor
Help Guide for NextGen® Enterprise PM 8
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. ThAdd a Person Guarantor
Help Guide for NextGen® Enterprise PM 8
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 InformationAdd an Employer Guarantor
NextGen® Enterprise EHR Help
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 InformationModify a Guarantor
NextGen® Enterprise EHR Help
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. Select Delete. The following prompt appears: Confirm removal of legal guarantor from patient chart? To delete the guarantor, select OK. Note: The deleted guarantor is not removed from the Relationship section of the tab. Parent topic: Guarantor Information