NextGen Knowledge Center

Add a Person Guarantor

  1. Open the Patient Information window for the desired patient.
  2. Select the Relations/Roles tab.
  3. In the Guarantor section, select the Open Menu button, and select Person as Guarantor.
    The Guarantor Lookup window appears.
  4. 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.
  5. 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!

  6. 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.
  7. Enter and update information for the guarantor as needed.
  8. In the Relationship field, select the guarantor's relationship to the patient. This field is required.
  9. 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?

  10. 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.