Account Health Fund Memberships

Before you begin

Please note that you cannot create an account Health Fund Membership for a deceased or deleted patient.

Procedure

  1. Open the record of the patient for whom you want to manage health fund membership details.
  2. Select Accounts from the margin menu.
  3. Select the account you want to edit and click

    The Account window appears.
  4. Click

    The Account Details window appears.
  5. Via the Health Fund Membership drop-down list, select a Health Fund Membership from those available. Note that you can also create a new Health Fund Membership by selecting New from the Health Fund Membership drop-down list.
  6. Associate a Health Fund with the Health Fund Membership via the related

    button.
  7. Enter the remaining account details as necessary.
  8. (Optional) To set the default Health Fund Membership for the patient, tick the Default Membership check box. The details will be displayed in the Patient Details window, as shown below.
  9. Click OK. to confirm your selection and close the Account Details window.

Results