Intellect™
GUARANTOR
If a guarantor account number was entered in the <Guarantor> field, Intellect can copy the <Address>, <Phone Numbers>, <Category>, and Insurances from the guarantor’s account to the patient. This information may be modified if needed.
1. To set up this feature, go to Utility --►Set Up --►Parameter <Guarantor> and select from these options:
1.1 N: Demographic and Insurance information is NOT copied from the guarantor to the patient.
1.2 Y: When adding or modifying a record, some demographic information and insurance information is copied from the guarantor to the patient.
1.3 A: When adding a new patient record, some demographic information and insurance information is copied from the guarantor to the patient.
1.4 M: When modifying a record, some demographic information and insurance information is copied from the guarantor to the patient.
1.5 Z: When adding a new patient record, demographic information and insurance information is NOT copied from the guarantor to the patient. The family balance is displayed under the Account option.
Effective version 18.02.27, when 'X' is selected for the Utility --►Set Up --►Parameter <Cycle> field, 'O' is selected for the Utility --►Category <Statement> field, and a guarantor account has been set up for the patient, Intellect updates all the accounts under the guarantor/family to the same cycle number.