Add a Charge Account to a Payor

1. From the Edit Billing Matrix Item screen, click the double arrows to the right of the Charge Account field; the Charge Account scan displays.
   
   

2. Click the drop-down arrow and select either Patient Name or Company.
   
   The system defaults to searching company names when accessing the charge account scan from the Facility/Unit Billing Matrix. The Charge Account must first be entered in as a Patient/Company Record before it can be selected.
   
   

3. Type the appropriate search criteria and click Find or press Enter. Click to scan through the list.

4. Double-click the charge account to be added or press the corresponding function key; the system adds the charge account to the payor.

Return to Set up the Facility/Unit Billing Matrix