Guarantor Records
Note: Before
you even start, please read this!!! Patient how are responsible for
their own bills do NOT need a Guarantor record. In order to save you
time PracticeMaker assumes a patient is responsible for their own bills!
The Coverages Database stores each guarantor record. The
section below shows the buttons you click to get to a guarantor's
record or to create a new one!
- To have the current patient become a guarantor
for other patients click Pat-->Guar.
- To review the
patient’s
guarantor record click Review Guar.
- To create a new
guarantor
record to use for this or any other patient click New Record and
confirm
you action at the dialog you get.
Regardless
of which button you click the screen below appears.
For a new
record the fields will be blank and
need to be completed, especially the demographics which include birth
date and sex.
Guarantor is Already a Patient
If this guarantor is already
a patient in the practice, click the icon next to the Code field to get the dialog below.
Enter the subscriber's/guarantor's Patient
ID Code and click OK. This will fill in all the fields basd on
the ID Code entered (but you need to know the exact code...it is
usually easy to quess, and you can try again if the wrong code was
entered).
When you are finished entering a new record and all required
fields are completed, click the Finished tab and the dialog
below
appears.
The Guarantor field links
all related patient’s together and
calculates the total balance due by those family members which
ultimately
must be paid by the guarantor!
update 8/24/2004
