Creating Accounts for Bulk Bill / DVA
Before you begin
Please note that you cannot create an account for a deceased or deleted patient.
Procedure
- Open the record of the patient for whom you want to create an account.
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From within the Patient Explorer, select Accounts from the Margin menu.
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Click
The New Account window appears.
- From the Practitioner drop-down list select the Practitioner that the new account will be banked to. The Provider Number and Account for the selected Practitioner will be displayed automatically displayed.
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From the Class drop-down list select a payment class of either HICO Bulk Bill or HICO DVA.
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Click OK. The Account Details window appears.
For more information about this window see Account Details Window Overview. - Click OK. to save and to close the Account Details window.