Medicare and DVA Account Holder Records

The Account Holder records for Medicare and DVA are special cases. They should already be present in the Account Holders table. The naming of these records is important. They must be named exactly 'Medicare' and 'Dept of Veterans Affairs' respectively. Note that there is no point after 'Dept' and no apostrophe in 'Veterans'.

When Genie is launched it searches for these 2 records and stores their unique Account ID numbers in Practice Preferences (File > Practice Preferences), as shown below.

Note: You must not change the names of these two records, nor create new Account Holder records with the same name.

Whenever you send an invoice to either of these records they are automatically batched and a DB4 form is printed instead of an ordinary invoice. This is provided that you have them ticked in Printing Preferences (File > Printing Preferences).

If you want to send an ordinary invoice to the Dept of Veterans Affairs, you must create a new Account Holder record and name it anything BUT 'Dept of Veterans Affairs' (e.g. DVA Reports).

When you want to invoice to this account, click the Other button in the Invoice window and search for this record (see Invoicing an Organisation for more information).