Step 4: Configuration - Creating the VMoney Account
Before you begin
Procedure
- Open the patient's record you want to create an account for.
- Within the Margin Menu, select Accounts.
-
Click
The New Account window appears.- Select the practitioner who will bill for this account.
- Select the VMoney class you created earlier.
-
Click OK The Account Details window appears.
- Ensure you record the AUID for this account, an example of which is shown below.
- Ensure you record the AUID for this account, an example of which is shown below.
- Click OK to save the new account. This concludes the steps necessary for creating an account for billing for VMoney.