How to Add a Guarantor

You can add a guarantor to any patient profile to ensure accurate billing and responsibility tracking. A guarantor is the person or entity responsible for the patient’s financial obligations.

Step 1: Open the Patient’s Profile

  • Go to the patient’s chart and open the Patient Payment section.
  • Scroll to Guarantors and select the + Add guarantor button.

Step 2: Fill Out the Guarantor Details

A modal will open where you can enter:

  • Relationship – Select the guarantor’s relationship to the patient
  • First Name and Last Name
  • Phone number – Optional field
  • Address Line 1 – Start typing to search and select an address from Google suggestions
  • Address Line 2 – Optional field for suite or apartment number
  • Zip code – Mandatory field with 5 characters

You can also check the box to Use this as the patient’s preferred guarantor, which will highlight the guarantor on the patient’s profile.

Step 3: Save the Guarantor

  • Click Save to save the new information.
  • The guarantor will now appear under the Guarantors section.

You’ll see a confirmation message when the action is successful. If something goes wrong, an error message will appear so you can try again.

Notes

  • You can only have one preferred guarantor per patient.
  • A caregiver can only be deleted as a guarantor if there is more than one caregiver linked to the patient.
  • If the preferred guarantor is deleted, another linked caregiver should automatically be promoted to preferred guarantor, allowing the previous one to be removed.
  • Editing the patient’s address should update the associated guarantor’s address. The same applies when a caregiver updates the care recipient’s address.
  • Changing the secondary address to the preferred address should also update the guarantor’s address accordingly.
  • When editing the patient’s name, it should be synchronized with the corresponding guarantor.
  • When a care recipient becomes a regular patient, they should automatically be assigned as their own guarantor.

To learn more about guarantors, visit the Understanding Guarantors article.