Account Holders

Before a patient or an organisation can be invoiced, they must have a record in the Account Holders table.

You assign the Account Holder for a patient from the patient’s Demographic Window/Edit Patient.

Clicking on the Self radio button in the middle left of this screen makes the patient their own account holder, and creates a new record in the Account Holders table. Clicking the Other button allows you to make another patient the Account Holder for this patient. This would usually be the parent or guardian of the patient. You must have already created a patient record for the parent or guardian and assigned them to be their own Account Holder.

IMPORTANT: THE ACCOUNT HOLDER FOR A PATIENT MUST BE ANOTHER HUMAN BEING. YOU MUST NOT MAKE AN ORGANISATION THE ACCOUNT HOLDER EVEN IF THE PATIENT IS A DVA OR WORKCOVER PATIENT.

The majority of specialists would usually have all their patients marked as Self. GPs who are seeing the whole family would probably use the Other button to assign the head of the family to be the Account Holder. This will allow any changes made to the Head of Family record to be replicated to other family members, using the Update Family Button.

For Pediatricians and one-off child visits there is no need to create a patient record for the head of the family. In this case, click on the Self radio button to make the child their own Account Holder.

Then click on the Account Holder’s address window.

This opens the Account Holders record.

In this window you can change the first name of the child to the parent/guardian name. This is the name and address which will print on invoices and statements. So although the child is marked as their own Account Holder, when you print invoices they will be addressed to the head of the family.

The Account Holder record contains the name and address of the Account Holder, as well as the Medicare number and account balance.