Properties: This button is exclusively visible to users with Read Access to the Properties Master screen. Access to this button is strategically granted to enhance user functionality. Clicking the Properties button triggers a popup, presenting a list of properties from the
Properties
Master screen in PrognoCIS that cater to the
Patient Guarantor screen on the Billing side.
Guarantor Details:
Title: Enter the title for the Guarantor or select the appropriate title from the drop-down list.
Account No: The Account Number is the number from a different system that a Guarantor has. (For example, if a user was using other software for five years and is now using different software, then that Account Number can be linked with a new patient's medical record). This is the number used in the billing software. The property associated with this is rp.accountno.length . This property governs the number of digits a serial number should have when used as the Guarantor Account Number. It varies from 5 to 10 minus the length of the prefix. The property associated with generating the prefix for the Guarantor Account Number is rp.accountno.prefix . The Prefix + Length properties together generate the document number, and it does not exceed 10 characters. The Length property accepts numeric values between 5 and 10. Hence, it is advisable to keep the prefix to a maximum of 5 characters; otherwise, it gets truncated. This property also accepts two special characters: MM and YY for the calendar month and year. For example: For the prefix to change with the change of month and year, it can be set as MMYY, which will generate the prefix as 0616 for June 2016, 0716 for July 2016, and 0117 for January 2017. Currently, the prefix used is GR.
Active: Select the checkbox if the Guarantor is Active.
* First Name: Enter the first name of the new Guarantor. This field is mandatory.
Middle Name: Enter the middle name of the new Guarantor. The user may enter a middle initial or leave this field blank.
* Last Name: Enter the last name of the new Guarantor. This field is mandatory.
Date of Birth: Enter the date of birth of the new patient or select it from the calendar by clicking the Calendar icon or the user may enter the date in the standard mm-dd-yyyy format.
Sex: Select the gender of the new Guarantor from the drop-down menu.
Marital Status: Select the marital status of the new Guarantor from the drop-down menu. This list is defined in Settings → Configuration → Groups → Marital Status .
SSN: Enter the unique Social Security Number (SSN) of the Guarantor. The associated property is rp.ssn.mandatory.also. If this property is set to ON, then the SSN field becomes mandatory on the Patient Registration screen for the patient and guarantor. If the property is turned OFF, then the SSN is not mandatory. By default, this property is set to OFF. Once the SSN is entered and the guarantor information is saved in PrognoCIS, the SSN is masked. To protect the SSN, it is masked. The mask for the SSN and the type of mask to be applied are governed by the property patient.ssn.mask.
Employer: This shows the employer's name.
Employment Status: Select the appropriate employment status from the drop-down list of the patient's employer.
Guarantor Address Details:
This section displays the address, telephone, and email details of the patient's guarantor. The property associated with the guarantor's address is guarantor.address.mandatory. If the property is set to ON, then it becomes mandatory to add the address of the guarantor; otherwise, it is turned OFF. By default, this property is set to OFF.
Street: Enter the street name.
Apt/Suite: Enter the Apt/Suite name.
ZIP: Enter the ZIP code. If the selected Country is the US and a valid ZIP code is entered, the City and State are automatically detected.
City: Enter the city name.
State: Enter the state name.
Country: Enter the country name. This field is enabled only if the Other checkbox is selected.
Other: Select the checkbox to enter the non-U.S. country name.
ISD Prefix: Enter the ISD prefix. This field is enabled only if the Other checkbox is selected.
Fax: Enter the fax number.
E-mail: Enter the email address.
Work Phone 1: Enter the work telephone number.
Work Phone 2: Enter the second work telephone number.
Cell Phone: Enter the cell phone number.
Home Phone: Enter the home telephone number.
Family: Displays the relationships with patients in PrognoCIS, if any. The following columns are available in the Family table for each patient:
- Patient: Displays the name of the patient who is associated with the Guarantor.
- Chart No.: Displays the chart number of the patient who is associated with the Guarantor.
- Relation: Displays the relation with the patient who is associated with the Guarantor. This is specified in the Guarantor drop-down menu on the patient's chart.
- Age: Displays the age of the patient associated with the Guarantor only when the Guarantor has the Access to PP checkbox selected on the Patient Registration screen. If the Guarantor does not have the Access to PP checkbox selected on the Patient Registration screen, then the Age column in the Family table remains blank for that patient.
- Access PP: Indicates whether the Guarantor can access the patient's record via the Patient Portal. If, for the patient, the Access to PP checkbox is selected on the Patient Registration screen, then Yes is displayed in the Access PP column. When the Guarantor does not have the Access to PP checkbox selected on the Patient Registration screen, then the Access PP column in the Family table for that patient remains blank.
Action Buttons
Save Button: Click the Save button to save the guarantor details.
Delete Button: Click the Delete button to delete the guarantor. This button is disabled when the guarantor is associated with the patient.
Reset Button: Click the Reset button to reset the recently entered changes in the record before it was saved.