Account Holders for Organisations

Before you can invoice an organisation such as Workcover, an Employer or a Private Health Fund, you must first create an Account Holder record for them.

To do this select Open > Account Holders.

The list of Account Holders opens.

Click on the Add button (Blue Plus) to create a new record.

If you want to batch the invoices for this organisation, tick the Batch Process Invoices checkbox. Batch processing means that instead of sending an individual invoice for each patient contact, the invoices are stored and printed as a batch perhaps weekly or monthly.

The printed batch is a listing of all the invoices stored and can be forwarded with or without the individual invoices attached, depending on the organisations requirements. See the section on Batching later in this Chapter.

In summary:

Patient Account Holders are assigned from the patient’s Demographic/Edit Patient window. Other organisations are added from the Account Holders table (Open > Account Holders).