Guarantor Responsible

The Guarantor Responsible report is based on open charges that are the guarantor’s
responsibility (all insurances have paid). The guarantor’s name, phone numbers, the date of
the last payment, the amount the guarantor owes and the total account balance are listed. See the Sample Report 4. The ‘Guarantor Responsible’ is the amount the guarantor owes that meet the filter conditions. The ‘Account Balance’ is the patient’s total account balance and links to a “drill down” report that provide complete details of all open charge. The “drill down” report lists the date and amount of the charge, the amounts paid by each insurance company, paid by the guarantor, adjusted and remaining for each charge. Also listed in the “drill down” report are who is currently responsible for the charge and the date the first statement was sent to the guarantor for the charge. (See Chart No. DOEJA000 in the sample report.)



The data selection filters for this report are:
1) Date of the First Statement is BEFORE
2) Date of Last Payment is before
3) Date From range of the charges
4) Attending Provider.
These data selection filters enable this report to be used in many different ways. Normally all filters will not be used for the same report. Examples of different ways to use this report are discussed below.

EXAMPLE #1:
Unpaid Charges That Have Been Billed X Number of Times
The 'Date of First Statement is before' selection filters makes this report a very easy way to
identify charges that have been billed any number of times. Specify a date 3 months prior to the current date and the ‘Guarantors Owes’ amount will be based on all charges the guarantor is responsible for and has been billed 3 times (provided statements are sent monthly).

EXAMPLE #2:
Inactive Accounts
This report is a good means to find ‘inactive’ accounts. Use the ‘Date of Last Payment is before’ to find accounts that have not had a payment since the specified date. For example specifying a date of one year ago will list all accounts that have balances AND there have been
NO PAYMENTS for the past one year. Many practices use this report to identify charges to be written off or turned over to ‘collections’.