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
.
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NextGen® Enterprise EHR Help
Delete 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. 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
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
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
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
Help Guide for NextGen® Enterprise PM 8
Delete 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. 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
Help Guide for NextGen® Enterprise PM 8
Modify a Contact
Open the Patient Information window for the desired patient. Select the Relations/Roles tab. The Contact section displays the current contact. Select the Open Record button. The Modify Contact Information window appears. Modify information for the contact as needed. To save changes and close the window, select OK. Parent topic: Contact Information
button.
The Modify Guarantor Information window appears.