Add Guarantor
Complete the following steps to add a guarantor:
- Select + Add Guarantorto add a guarantor.
- Select the guarantor if they are displayed.
- If the guarantor is not displayed, search for the existing person.
- If person is found, select person and complete the information in in the Add Guarantor section, including relationship to patient.
- Verify that the guarantor information, including the address, is complete. If the guarantor information is not complete, update the information using the Edit Person or Edit Patient workflows. See Person Edits and Patient Edits chapters for details.
- Select Add. The patient's relationship to the guarantor is added.
- If the person is not found, select + Add New Person. Complete all required fields, including the address. To validate the address, see Validate an Address.
- Select Add. The patient's relationship to the guarantor is added.