Creating a HealthPoint Account

Within each patient's record, you must configure the types of accounts they can be invoiced against.

Procedure

  1. Open a patient's record and locate the Accounts section.
  2. Click Create new account. The New Account window appears.
    • Select the patient's practitioner from the associated drop-down menu.
    • From the Class drop-down menu, select the HealthPoint class you associated with this practitioner earlier.


  3. Click OK. You will be presented with the Account Details window. Configure other settings here as desired.
  4. Click OK.

Results

You will be returned to the patient's record, where you can now see the new account for Patient Claim (PC) is available.