Default Accounts can be added into PracSuite to make adding commonly added accounts to patient files, such as WorkCover, Medicare or DVA accounts, easier and more efficient.

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.

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.

Did this answer your question?