Please note that you cannot create an account for a deceased or deleted patient.

1.      Open the record of the patient for whom you wish to create an account.

2.      From within the Patient Explorer, select Accounts from the Margin menu.

3.      Click The New Account window appears.

4.      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.

5.      From the Class drop-down list select a payment class of either HICO Bulk Bill or HICO DVA.


 

6.      Click  The Account Details window appears.


For more information about this window see Account Details Window Overview.

7.      Click  to save and to close the Account Details window.