The Guarantor tab is used to indicate who is responsible for paying any charges accrued during the visit. The guarantor can be a patient, relative, or company/group. A guarantor is required in order to register a patient. A Payment Plan can be set up for the guarantor through this option as well.
To complete guarantor information, follow these steps:
The Guarantor Employer tab contains the guarantor’s employment information. If the guarantor is the patient, this section automatically populates with the employer information entered in the Patient Employer tab.
To complete the guarantor employer information, follow these steps:
The Payment Plan tab is used to set up payment installments for a balance over a specific amount of time. The Payment Processor updates the plan (next due amount, due date, balance, etc.) as payments are made. The Delinquency Processor will disable play plans for accounts that are in default.
Account balance, payment history, and delinquency information displays in the detail section at the bottom of the tab.
To set up a payment plan, follow these steps:
Note: If an account is placed back in collections, the details are saved and the Enable Plan checkbox is unchecked. To reactivate the plan, click the checkbox and save.
Note: The Visit Detail section of the Payment Plan window updates with read-only information as the plan moves forward and payments are processed.
To update a payment plan, follow these steps:
The Statements tab lists statements that have been generated and sent to the guarantor. The read-only information includes the request and submit dates, mail-to name, amount due, and status.