Remove Guarantors from Patient Records

Occasionally you may need to remove a guarantor from a patient record.

Example: A guarantor may no longer be responsible for a patient.

To remove a guarantor from a patient record:

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



2. Select the listed guarantor and confirm the Primary Guarantor checkbox is deselected.

Note: All patients much have a guarantor marked as primary. If necessary, another guarantor can be added and marked as primary.

3. Click the Delete Record () icon.
4. When prompted, click Yes to confirm your deletion.

The guarantor is removed from the patient record.