Accounts
Accounts are an optional practice-specific field that can be assigned to financial transactions. They provide an additional way to categorize and track transactions beyond the standard procedure codes and payment types.
Accessing Accounts
Select Setup > Edit Accounts For Transactions from the menu.
Managing Accounts
The dialog displays a simple grid of account names:
| Column | Description |
|---|---|
| Name | The account name |
Adding an Account
Click the Click here to add a new Account row at the bottom of the grid, or use the Insert button in the navigator. Enter the account name and press Enter or use Post to save.
Editing an Account
Click on an account name in the grid to edit it, then use Post to save changes.
Deleting an Account
Select an account and use the Delete button in the navigator.
Navigator Controls
| Button | Action |
|---|---|
| Insert | Add a new account |
| Append | Add a new account at the end |
| Delete | Remove the selected account |
| Edit | Begin editing the selected name |
| Post | Save changes |
| Cancel | Discard changes |
| Filter | Filter the list |
Usage
Accounts can be selected when entering transactions (charges, payments, adjustments) to classify them for reporting and reconciliation purposes.