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If the patient is 18 and older, in most cases, they will be their own Guarantor.
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Refer to Support Point for additional information regarding more unique circumstances.
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Click on Add Guarantor or Click here to add a Guarantor
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A patient will be defaulted to a Personal/Family account if there is no existing guarantor.
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Refer to Support Point for unique guarantor accounts such as Workers Comp and Third Party.
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Select Personal/Family
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If the patient is 18 and older, the responsible party will be Self.
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Refer to Support Point for different responsible parties such as Spouses, Fathers, and Mothers.
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Select Self
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You must search for an existing guarantor account before one can be made.
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Click Find Existing Account
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If no existing account is found:
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Click OK
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Click Create New Account
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Since the patient demographics have been added and the patient is their own guarantor, the employer information can be pulled from the patient demographics.
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Click Pull Info
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Click All Information
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To review which information will be pulled from the patient record, click Preview Info.
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Verify the Employment Status
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Click Finish
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