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. This field is required.
Note: Items available for selection are from the Relationships code table in File Maintenance.
- To save changes and close the window, select OK.
The guarantor displays in the Guarantor and Relationship sections of the tab.
If guarantor information was added for a patient that does not yet have a chart, the following prompt appears: Relations Role Tab data will not be saved unless you create a chart. Create chart and continue?
- Do one of the following:
- To save all information entered, including Guarantor information on the Relations/Roles tab, and create a chart for the patient, select Yes.
- To save all information entered, except Guarantor information on the Relations/Roles tab, without creating a chart for the patient, select No.
- To return to the Patient Information window, select Cancel.