Step 4: Configuration - Creating the VMoney Account

Before you begin

Procedure

  1. Open the patient's record you want to create an account for.
  2. Within the Margin Menu, select Accounts.
  3. Click

    The New Account window appears.
    • Select the practitioner who will bill for this account.
    • Select the VMoney class you created earlier.


  4. Click OK The Account Details window appears.
    • Ensure you record the AUID for this account, an example of which is shown below.


  5. Click OK to save the new account. This concludes the steps necessary for creating an account for billing for VMoney.

Results