Default Accounts in PracSuite let you set up preconfigured accounts that can be quickly applied to patient files. They save time and reduce errors when adding commonly used accounts, such as WorkCover, Medicare, or DVA, by giving you ready-to-use templates with all the necessary details already filled in.
When you create a Default Account, you can:
Specify the account name and billing type (Private or Third-Party).
Link the account to a payer (if Third-Party).
Enter billing details like contact information, address, and fee category overrides.
Attach Default Treatment Plans so they’re included automatically when the account is applied.
Adjust invoice and statement settings, such as whether to separate PDFs, limit email attachments, or add charges to the last open invoice.
Configure print options for accounts.
Once saved, Default Accounts can be applied to patient files in just a few clicks, making billing setup faster, easier, and more consistent.
To add a Default Account go to Settings > Billing > Billing.
Scroll down to Default Accounts and click Add.
Under Options, type in an Account Name.
Under Billing Details select the Billing Type that the account is, either Private or Third-Party. If it's Third-Party select whether its Linked to Payer or not.
Enter the Bill To, Address and contact details and select whether the Fee Category Override applies or not.
If required, users can add Default Treatment Plans to a Default Account.
Click the Add button and select which Treatment Plans you want included on this account by default. Click here for a full guide on creating and using Default Treatment Plans.
Under Invoice & Statement Options, if they apply, select Separate PDF's for each Invoice/Statement, Limit Email PDF Attachments and/or Add to Last Open Invoice by Default.
Under the Print On Accounts section, select any option that is required.
Click Save.
