Track Family Financial Situations with the Guarantor Note

Guarantor notes are used to document information specific to the finances of a family account. Guarantor notes are shared for an entire family, and can be viewed from the Ledger, or by double-clicking the family balance block in the Family File.

To add a guarantor note to an account:

With a patient selected in the Ledger, click the Guarantor Notes button to open the Guarantor Notes dialog