Activate/Deactivate an account

Activate/Deactivate a patient account

Active Account

The Patient Accounts screen organizes accounts into Active (the default tab) and Inactive. 

An active account includes all accounts that are either active or have a non-zero balance (including inactive accounts with non-zero balances). 

Inactivate an Account

• An inactive account includes all accounts marked as inactive.
• Making an account inactive:
  • Moves the account to the inactive screen
  • Stops the user from creating invoices / receipts directly in the inactive account
  • Any inactive accounts will show up in the All accounts screen until the account has a zero balance
  • A receipt can be created  in another account and allocate money to any invoices outstanding in the inactive account
  • Account can be  enabled  and will still allow a user to, create an adjustment writing of an outstanding allocate it to outstanding items then make the account inactive again
  • NOTE: The new invoice screen will create a new account when selecting New invoice if an inactive account has the same details as the invoice created. e.g. I have an inactive account for BUPA for Clintel Clinic. When I create a new invoice for BUPA Clintel clinic a new patient account is created for BUPA Clintel Clinic.

                                                                    Activate and Inactive Tabs

1. Select the Patient.
2. Click Account to be activated or deactivated.
3. Click Enquiries or Estimate.
4. Select View from the left-hand side menu.
5. Click Edit.
6. Under section Administration, tick/untick the box Inactive Account.
7. Click Update Account.