Permissions: You need Billing permission to add a billing account.
If a third party will be paying the amount owed by a patient after the claim process, you can create a non-patient billing account to record those payments and keep track of how much is still owed. For example, you might create an account for a school system or early intervention program that's paying on invoices, rather than claims.
NOTE: Accounts are permanent! Billing Accounts can't be deleted or merged. Make sure the account you want to create doesn't already exist.
To add a non-patient billing account:
- Go to Billing > Accounts > Billing Accounts.
- In the lower right, click the + Account button.
- Type in the billing account's information, and click the Save Billing Account button.