There are times when the responsible party or guarantor for a family changes. You can easily change a family’s guarantor (the head of house) in the Family File.
Watch this video to learn how to change the head of house for a family. (Duration 0:22)
Additional Tips
- When you change the head of house, Dentrix reassigns all guarantor transactions in the Ledger to the new head of house. This does not result in an account balance change unless you also remove a patient from the account.
- Important definitions:
- Head of House or Guarantor – The family member who is financially responsible for their Family File’s account.
- Insurance Subscriber – A person who subscribes to an insurance policy, which can also be assigned to other members of any Family File. To do so, the subscriber must also be a member of the Family File in which the insurance is assigned to another “family” member. There can be more than one subscriber in a family, the subscriber can be a member of more than one Family File, and the subscriber does not need to be the head of house (guarantor).
- To learn more about changing the head of house for a family, read Changing a Head of Household in Dentrix Help.
Check Your Knowledge
If you have access to Dentrix, check your knowledge with this exercise.
- Switch to the Dentrix demo database.
(Skip this step if you are using the Dentrix Learning Edition software.) - Select Jamie Winters in the Family File.
- Change the head of house from Carl Winters to Jamie Winters.