This article is part of the systems administration guide. You will require administration access to view the pages mentioned in this article.
Overview
The management of organisations bank accounts in centralised. This provides simpler management of bank account details and allows us to extend the bank details to added operational parameters in CareRight for dealing with transactions for those bank accounts.
Access / Review Bank Accounts
- CR Administration.
- Select Accounting from the menu.
- Select Bank Accounts.
- The Bank Accounts screen will display and show all established bank accounts in CareRight.
- Default Medicare Transaction Location must be selected for auto paydown from Medicare. It can only be setup in CareRight to paydown to a single location.
- The following fields are available:
| Field | Description | Example |
| Name | This is the Account Name | Dr Joe Blogs |
| BSB | This is the BSB number | 065456 |
| Account Number | This is the Bank Account Number | 123456789 |
| Bank | This is the Bank Name | CBA |
| Receipt location | This is the receipt location | North Clinic |
| Stationary Description | This field is added as an enhancement in 6.73 |
From here you can complete the following processes:
- Add New Bank Account
- Show (review) existing
