Account Management

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Account List

 

Account Name

Name of Account that patient may be billed under

Patient Relationship to Account

Patient's relationship to the account (Relationships Table)

 

The Relationships Table contains relationships in both "directions" from the patient.  There are both child relationships and parent relationships.  The key to not confusing this issue is that it is the relationship of the patient TO the account, NOT the account to the patient.

Default Account

 

The default account will be used (by default) in New Visit but may be overridden to a different account available to the patient.

 

 

Account List - Buttons

 

Refresh

Refreshes the List

New

Create a new account

Edit

Edit the selected account

Set Default

Set the selected account as the default account for the patient.  This will be the default account in Visit Entry.

 

Buttons

 

Memo

A patient memo may be entered

Imaging

A image may be scanned and attached to this patient

Ok

Save changes to the database

Cancel

Close the form and do not save the changes (if any)