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.

If required, users can add Default Treatment Plans to a Default Account.
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Click the Add button and select which Treatment Plans you want included on this account by default. For more information on creating and using Default Treatment Plans please click here.

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.