Edit an Existing Patient Account
Sometimes an existing account may be correct (type, associate & guarantor etc) but other changes need to be made, including changing the active state or rate.
Follow these steps to edit an existing account:
- From the patient record, click Accounts
- Click Enquiries for the required account
- Click View (from the left menu)
- Click Edit (top screen).
Interface
You will see most of the fields that were present when the account was created with the addition of an Administration section.
Field Name | Description |
|---|---|
Inactive Account | Prevents the account from appearing as an option when raising invoices etc. This controls the active/inactive status of the account. |
To Debt Collectors | If the account has been referred to a debt collection agency. Will also prevent the account from being included in the statement run. |
To Debt Collectors on | Date the account was referred to the debt collection agency |
Hold Statements | Whether to prevent the account from being included in the month-end statement run |
Hold Statements until | Date until the above choice is effective (default is 90 days from when activated) |
All services are taxable supplies | Whether to apply the GST by default to ALL items on the account. |
Hide reminders on statements | Whether to hide the message on the statement of the account for the relevant duration the account has been outstanding |
Generally, you should only be altering the data in the other sections if it is to add information that wasn’t available when the account was created.
