IO: Guarantors

This article applies to Valant IO

Guarantors represent the person or party who is responsible for billing the patient. Common examples of guarantors include parents for a child, legal guardians, employers, legal firms, or other third parties. Users can add guarantors to the EHR by selecting Persons and Institutions | Guarantors

To add a new Guarantor: 

  1. Click Persons and Institutions | Guarantors | +New
  2. This will open the "New Guarantor" window 
  3. All of the fields with the red exclamation mark and red outline are required. If the guarantor entity is listed as "Person" first name will be required. If the entity is set to "NonPerson" the same fields are required except first name and birthdate.
  4. There is also a "Notes" tab where a practices can add specific notes about the guarantor.
  5. Click Save

This will create the Guararntor in the EHR that can be assigned to one or more patient. 

To assign an Guarantor:

  1. Click Persons and Institutions | Patients | and select a patient 
  2. On the "Demographics" tab use the "Guarantor" drop-down to select a guarantor
  3. Click Save
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