Wiki source code of Establishing a Guarantor
Last modified by Bailee DeBord on 2024/04/22 23:20
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| author | version | line-number | content |
|---|---|---|---|
| 1 | === This article outlines what a guarantor is and how to add one in ChiroTouch. === | ||
| 2 | |||
| 3 | The guarantor is the person or organization ultimately responsible for the medical bill after all other payment options have been exhausted. Most patients are their own guarantors. | ||
| 4 | |||
| 5 | Examples: | ||
| 6 | |||
| 7 | * Patient | ||
| 8 | * Parent(s) or legal guardian | ||
| 9 | * Spouse | ||
| 10 | * Employer | ||
| 11 | * Legal firms managing settlements and litigation | ||
| 12 | |||
| 13 | ~1. Navigate to **Patients**. | ||
| 14 | |||
| 15 | 2. Search for and select the patient’s profile. | ||
| 16 | |||
| 17 | 3. Click the **Billing** tab. | ||
| 18 | |||
| 19 | 4. Select the **Guarantor** subtab. | ||
| 20 | |||
| 21 | [[image:https://chirotouch.my.site.com/cloud/servlet/rtaImage?eid=ka9Qi000006FeKM&feoid=00N3Z00000CK8NB&refid=0EMQi000001MAuc||alt="click the guarantor subtab"]] | ||
| 22 | |||
| 23 | 5. Click **Add Patient Guarantor**. | ||
| 24 | |||
| 25 | [[image:https://chirotouch.my.site.com/cloud/servlet/rtaImage?eid=ka9Qi000006FeKM&feoid=00N3Z00000CK8NB&refid=0EMQi000001MBqf||alt="click add patient guarator"]] | ||
| 26 | |||
| 27 | 6. Choose a **Guarantor Type**. | ||
| 28 | |||
| 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**. |