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
- Open the record of the patient for whom you want to manage health fund membership details.
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Select Accounts from the margin menu.
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Select the account you want to edit and click
The Account window appears.
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Click
The Account Details window appears.
- 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.
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Associate a Health Fund with the Health Fund Membership via the related
button. - Enter the remaining account details as necessary.
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(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.
- Click OK. to confirm your selection and close the Account Details window.