Adding Accounts and Patients

Every patient must be assigned to an account. Therefore, an account must exist before a patient can be added to the system. A new patient can be associated with a new account or with an existing account.

Although transactions are posted to individual patients, the charges are billed to an account. The account balance is the sum of individual transactions for the account.

Note:  You can access and update a patient or account record from multiple computers at the same time.

 

Related Topics

Adding New Accounts

Adding Patients to Accounts

Adding Employers

Adding Insurance Companies

Adding Insurance Plans

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