Patient Accounts control the invoicing and billing behaviour for each patient in PracSuite. Each account holds the preferences that determine how invoices are generated, addressed, and submitted for claiming.
Within a patient account, you can configure:
Invoice addressee - specify whether invoices are addressed to the patient or a third-party payer (e.g. an employer, insurer, or scheme)
Doctor referrals - attach a referring doctor and referral date, required for Medicare and other claiming scenarios (guide)
Treatment Plans - link a treatment plan to track visit numbers or allocated budgets (guide)
Invoice preferences - control which patient identifiers appear on printed invoice PDFs (guide)
Default account settings
To avoid manually configuring each new account, you can set up default account preferences in Settings > General > Patient Defaults. These defaults are automatically applied whenever a new account is added to a patient file, saving time and ensuring consistency across your practice.
To add an additional account to a patient file, follow the guide below.
Open the Patient File > Accounts.
Click Manage Accounts.
Click Add.
Type in the name of the new account, for example 'DVA' and select whether it is going to be default account or not.
The default account is the one which will be invoiced by default when invoicing through the patient file and also the account that will, by default, be associated with any appointments created for this patient from this point forward.
Click Save.
You will now see the newly created account on the Accounts tab within the patient file.
Alternatively, if you have already created additional Default Accounts (as seen below), you can select the drop-down option here and choose the required account instead of manually creating it.
The article explaining how to create additional Default Accounts is linked below: