Guarantors

Adding a guarantor to a new claim

  1. Click the edit icon next to the patient's age.
  2. Click the Guarantor tab and enter the guarantor's information.
  3. Click Save changes. The system will check the demographics for the guarantor and display the results on the screen.
  4. Make changes if necessary and then click Save.
  5. On the COB tab, click Find insurance. The insurance finder gives status for both the patient and guarantor insurance on separate lines.
  6. If insurance is found for the patient and/or the guarantor, a window opens with a list of found payers. Locate the payer you want to use from the list and then click Add to COB.
  7. Fill in any missing information and click Save.

Adding a guarantor to a suspended claim

  1. On the Claim page, click the edit icon next to the patient's name.

  2. Click the Guarantor tab and enter the guarantor's information.

  3. Click Save changes. The system will check the demographics for the guarantor and display the results on the screen.
  4. Make changes if necessary and then click Save.
  5. Click the edit icon on the Coordination of Benefits tab. You will see two insurance discovery buttons - one for the patient and one for the guarantor. Click Find insurance for their guarantor.
  6. Locate the insurance you want to use from the results list and then click Add to COB.
  7. Fill in any missing information and click Save.

Deleting a guarantor from the claim

  1. On the Claim page, click the edit icon next to the patient's name.

  2. Click the Guarantor tab.

  3. Click Edit guarantor details.

  4. Clear all the fields (you do not have to clear the Country field). On the 'Relationship to patient' field, click the X (the field will then say "Select item").

  5. Click Save changes.

  6. Click Save to return to the Claim page.