Convert Guarantors to Patients

If a patient’s guarantor also decides to attend your institution, you can convert their guarantor record into a patient record.

Note: This does not remove them as guarantor from other patient records.

To convert a guarantor to a patient:

1. Select a patient and open the Patient Info window > Guarantor tab.



2. Select a listed guarantor.
3. Click the Convert to Patient () icon.

Note: If the icon is disabled when the guarantor is selected, the guarantor is already a patient.

4. If necessary, enter additional information.

Tip: Ensure you change the guarantor patient's status to Active.