Adding Accounts and Patients

Adding New Accounts

To add a new account:

1. Select List > Account. The Account List window is displayed.

2. Click anywhere in the window to activate the toolbar.

3. Click Add on the toolbar. The Account window is displayed with the Guarantor 1 tab active.

4. Enter data in the fields on the Guarantor 1 tab. When you set up the account, Guarantor 1 is responsible for the bill.

5. To add information for a second, third, or fourth guarantor, select that tab. The fields on the tabs are identical to the Guarantor 1 tab.

6. When you have entered all account information, click OK. A blank Patient List window is displayed, in which you can add patients to the new account.

 

Related Topics

Adding Patients to Accounts

Adding Employers

Adding Insurance Companies

Adding Insurance Plans

Skill Sharpeners