NextGen Knowledge Center

Change a Guarantor

  1. Open the Patient Information window for the desired patient.
  2. Select the Relations/Roles tab.
    The Guarantor section displays the current guarantor.
  3. 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.

  4. Select Change.
    The following prompt appears: Change guarantor to?
  5. 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.

  6. Enter the desired Search Criteria to find the person or employer.
  7. 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!

  8. 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.
  9. Enter and update information for the guarantor as needed.
  10. In the Relationship field, select the guarantor's relationship to the patient. This field is required.
  11. To save changes and close the window, select OK.
Change a Guarantor