Billing Guarantor Tab General Configuration

Assign Guarantor ID

A unique guarantor ID can be assigned to a guarantor for use in guarantor statements by enabling the Global Registry key GUAR_UNIQUE_ID. When enabled, the guarantor ID is assigned to the guarantor upon saving the visit, and the Guar ID field displays in the common Guarantor tab. There is also a Search button enabled to allow the user to search for a guarantor if the relationship to patient is not the patient or an existing relative.

When creating a new visit, the guarantor information will be carried forward.

Search for Guarantor

To search for a guarantor, follow these steps:

1. Click the Rel to Pat dropdown and select a relationship other than Patient or an existing relative. The Search button is enabled.
2. Click the Search button. The Guarantor Search window displays.

3. Enter or select any or a combination of the following:

• Last, First, and MI – Enter at least one letter of the patient or guarantor’s name in one of the name fields. More information entered in the name fields leads to a more targeted search result set. The search results display faster, and a smaller result set is easier to read.

  Note: The search includes any AKA or maiden names associated with the patient’s URN. For example, if a female patient’s last name changed because of marriage, RCM Cloud^® will search for the maiden and married last names.

• SSN – Enter the patient’s Social Security Number.

4. Click List. One of the following happens:
   • A message displays, stating “No Visits Found Based Off Search Criteria!” Click OK to close the message and search again.
   • All visits matching the search criteria display in the list.

5. Click on a guarantor to select it.

Note: Click the Clear button to clear any entered search criteria and search results.

6. Click Save. The guarantor information is returned to the Guarantor tab.

Configuration

For this configuration, use the key(s) in Global Registry Maintenance with the settings described in the table below.

Set/Update Defaults in Payment Plan

Default settings for the number and occurrence of payments and the default time frame can be added to the Payment Plan window using System Registry keys.

Configuration

For this configuration, use the key(s) in System Registry Maintenance with the settings described in the table below.