Step 2: Configuration - Creating the VMoney Class

Before you begin

Procedure

  1. Select Setup > Practice > Classes. The Class Setup window appears.
  2. Click

    The Copy window appears.
    • Ensure the 'Copy from class' selection is 'none'.
    • Name the class.
    • Record an abbreviation for the class.
  3. Click OK You are returned to the Class Setup window.
  4. Select the General tab.
    • Select the account group you want to bill for. We have selected "Hospitals".
    • Enter the Account Contact
    • In the Number Fields section, record "AUID". This custom field is required later, when you create the account based on this class.


  5. Select the Payment Options tab.
    • From the Batch type drop-down list, select your VMoney batch type you created earlier.
    • From the Addressee drop-down list, select the addressee you want to associate with this class.
    • From the Multiple procedure drop-down list, select the scale you want to use with this class.


  6. Click OK to save the class. This concludes the steps necessary for creating a class for VMoney.

Results