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Changes for page Establishing a Guarantor

Last modified by Bailee DeBord on 2024/04/22 23:20
From version 1.1
edited by Bailee DeBord
on 2024/04/22 23:10
Change comment: There is no comment for this version
To version 2.1
edited by Bailee DeBord
on 2024/04/22 23:20
Change comment: There is no comment for this version

Summary

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Content
... ... @@ -26,4 +26,37 @@
26 26  
27 27  6. Choose a **Guarantor Type**.
28 28  
29 -
29 +=== If the Guarantor is a Person ===
30 +
31 +1. Click **Add Person**.
32 +1. Choose the **Relation to Patient**.
33 +
34 +3a. If the guarantor is in ChiroTouch as a patient or guarantor for another patient, search for and select the name.
35 +
36 +[[image:https://chirotouch.my.site.com/cloud/servlet/rtaImage?eid=ka9Qi000006FeKM&feoid=00N3Z00000CK8NB&refid=0EMQi000001M3jW||alt="search for and select the patient" height="295" width="500"]]
37 +
38 +OR
39 +
40 +3b. If the guarantor is NOT already in ChiroTouch, select **Create New Guarantor Record** and enter the new guarantor information.
41 +
42 +[[image:https://chirotouch.my.site.com/cloud/servlet/rtaImage?eid=ka9Qi000006FeKM&feoid=00N3Z00000CK8NB&refid=0EMQi000001MBvV||alt="create a new guarantor" height="287" width="500"]]
43 +
44 +1. Adjust any other guarantor details.
45 +1. Click **SAVE**.
46 +
47 +=== If the Guarantor is an Organization ===
48 +
49 +1. Click **Add Organization**.
50 +
51 +2a. If the organization is in ChiroTouch as a guarantor for another patient, search for and select the organization’s name.
52 +
53 +[[image:https://chirotouch.my.site.com/cloud/servlet/rtaImage?eid=ka9Qi000006FeKM&feoid=00N3Z00000CK8NB&refid=0EMQi000001MBx7||alt="search for and select the organization" height="271" width="500"]]
54 +
55 +OR
56 +
57 +2b. If the organization is NOT already in ChiroTouch, select **Create New Organization **and enter the new guarantor information.
58 +
59 +[[image:https://chirotouch.my.site.com/cloud/servlet/rtaImage?eid=ka9Qi000006FeKM&feoid=00N3Z00000CK8NB&refid=0EMQi000001MC1x||alt="add a new organization if necessary"]]
60 +
61 +1. Adjust any other guarantor details.
62 +1. Click **SAVE**.