Topics Guarantor Search:  
There has to be a Guarantor for every new patient that is added in to PrognoCIS. By default the patient is responsible for himself, hence his details are copied from Patient Register as it is, else user shall have the provision to enter details into Patient Guarantor.

Guarantor Details:

Title: Enter the title for the Guarantor or select the appropriate title from the drop-down menu list.

Account No: Account Number is the number for a different system that a Guarantor has. (E.g., If User was using another software for 5 years and now, he/she is using different software then in that case account no. can be linked with a new Patient medical record). This is the number used in the billing software. The property associated is rp.accountno.length . This property governs the number of digits a serial number should have which is used as Guarantor Account Number. It varies from 5 to 10 - length of prefix. The property associated with generating the prefix for Guarantor Account Number is rp.accountno.prefix . The Prefix + Length properties together generate the document number, and it does not exceed 10 characters. Length property accepts numeric values between 5 and 10. Hence it is advisable to keep a prefix to maximum 5 characters else it gets truncated. This property also accepts 2 special characters: MM and YY for Calendar Month and Year. For Ex: For prefix to change with change of Month and Year, it can be set as MMYY which will generate Prefix as 0616 for June 2016 and 0716 for July 2016 and 0117 for Jan 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. User may enter a middle name initial or even keep it blank.

* Last Name: Enter the last name of the new Guarantor. This field is mandatory.

Date of Birth: Enter the date of birth of new patient or select it from a Calendar by clicking on calendar icon or User may enter the date in standard format mm-dd-yyyy.

Sex: Select gender of new Guarantor from the drop-down menu.

Marital Status: Select the marital status of a new Guarantor from the drop-down menu. This list is Defined in, Settings Configuration Groups Marital Status .

SSN: Enter the unique SSN (Social Security) number of the Guarantor. The associated property is rp.ssn.mandatory.also. If the property is set to ON then the SSN field becomes mandatory on the Patient Registration screen for a Patient and Guarantor. If the property is turned OFF then the SSN number is not mandatory. By default, this property is set to OFF. Once the SSN is entered and Guarantor information is saved in PrognoCIS then the SSN gets masked. To protect the SSN, the SSN is masked. The mask for the SSN and the type of mask to be applied is governed by the property patient.ssn.mask.

Employer: This shows the Employer name.

Employment Status: Select the appropriate employment status from the drop-down list of the Patient's employer.

Guarantor Address Details:

Keeps the Address, Telephone, email details of the Guarantor of the patient.The property associated with the Guarantor Address is guarantor.address.mandatory. If the property is set to ON, then it becomes mandatory to add the Address of the Guarantor or else turn it OFF. By default, this property is set as 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, City and State is automatically detected.

City: Enter the City name.

State: Enter the State name.

Country: Enter the Country name. This field is enabled only if a Non-U.S. checkbox is selected.

Other: Select the checkbox to enter the Non-US country name.

ISD Prefix: Enter the ISD Prefix. This field is enabled only if Other checkbox is selected.

Fax: Enter the fax number.

E-mail: Enter the E-mail 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: States the relationships with patients in PrognoCIS, if any. The following columns are available in the Family table for each patient:
  • Patient: Displays the patient 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. It is as specified in the Guarantor dropdown on the patient's chart.
  • Age: Displays the age of the patient who is associated with the Guarantor only when the Guarantor has Access to PP checkbox checked on the Patient Registration screen. If the Guarantor does NOT have Access to PP checkbox checked on the Patient Registration screen, then the Age column in the Family table is blank for that patient.
  • Access PP: Indicates whether the Guarantor can access the patient's record via Patient Portal or not. If for the patient, Access to PP checkbox is checked on the Patient Registration screen, then Yes is shown in the Access PP column. When the Guarantor does NOT have Access to PP checkbox checked on the Patient Registration screen, then the Access PP column in the Family table for that patient is blank.
Outstanding Receivables: Outstanding receivable amounts towards the Patient and Insurance are arranged here with periodic range in days.

Action Buttons

save button: Click on the save button to save the guarantor details.

delete button: Click on the delete button to delete the gurantor. This button is disabled when the guranator is associated to the patient.

reset button: Click the reset button to reset the recently entered changes in the record before it was saved.