Patient Guarantor

You can assign a Guarantor for patients who have someone else paying their treatment-related expenses and require the guarantor's signature on designated documents. In this article, we'll cover how to add a Guarantor Contact to the patient chart and how to require the Guarantor's signature on Consents/Evaluations. 

Add Guarantor Contact

Let's review how to create a Guarantor Contact and invite that contact to the Kipu Portal.

1. Open the patient chart and click Edit Patient. 
2. Scroll to the Contacts section and click Add Patient Contact.
3. At minimum, add the Guarantor Name, Phone number, and select Guarantor from the Relationship drop-down.
4. You can add additional Guarantor contacts, as needed. 
5. If your organization uses the Kipu Portal, you can invite the patient Guarantor(s) to the portal where they can review treatment details and sign documents. Ensure the guarantor has an Email address added to their contact record.
6. Refresh the page. Under the contact details, click the Invite to Portal button.
7. Review the email address and click Yes to invite the Gaurantor to the portal.
8. The Guarantor will be able to create their account following these instructions.  

Note: If your facility uses the CollaborateMD integration and wants to include guarantor information in HL7 files, check out this article.

Set up Forms to Require Guarantor Signature

Super Admins or users with the Manage Templates or Manage Templates - Consents and Evaluations features can modify templates to require a Guarantor's signature.

Consents

1. Open the Templates tab.
2. On the Consent forms tab, locate the form where you want to enable guarantor signature.
3. Click the Edit icon.
4. Check the Guarantor signature required box and click Update to save changes.
5. Repeat this process for all Consents where you'd like to collect the Guarantor's signature.

Evaluations

1. Open the Templates tab.
2. On the Evaluations tab, locate the form where you want to enable guarantor signature.
3. Click the Edit icon.
4. Under the Required Signatures External section, check the Guarantor box and click Update to save changes.
5. Repeat this process for all Evaluations where you'd like to collect the Guarantor's signature.

Collecting Guarantor Signature(s)

When the form is added to a patient chart tab, there is a label on the form indicating the Guarantor's signature is required.

If patient has no Guarantor or the Guarantor has been deleted after you added the form, the Guarontor label is greyed out:

When the form requires the Guarantor's signature:

1. From the open form, click the Sign & Submit button.
2. From the Select a Signer drop-down, pick a guarantor (or one of the guarantors).
3. Have the Guarantor sign the form, then click Submit.
4. Alternatively, the form can be sent to the Patient Portal, if the guarantor has an active account and the form has been made available to share to the portal.
5. The Guarantor can add their signature from the portal directly.  

If the patient has more than one guarantor, only one guarantor needs to sign. If you need signatures from all guarantors, you need to add one form per person, so if the patient has two guarantors, you need to add two forms, one for each person.