Chart of Accounts can be used to create a list of account groups. These account groups can then be assigned to payers. As an example, you can create a Commercial or Government Payer account group. This account grouping will allow you to then report transactions based on these account groups. As an admin, you can set up a unique chart of accounts to be used.

In this article, we’ll go over how to create and manage accounts.

To get to your service center, click Management in the top menu.

In the left menu, click Billing Setup and select Chart of Accounts in the submenu.

The Chart of Accounts page will open. To find an existing account, use the filters at the top of the page.

To remove a filter, hit the X in the field.

To clear all filters and search criteria, click the circular arrow on the right.

Once you’ve found the desired account, click to open the window.

Click the blue plus sign in the top right of the Chart of Accounts page.

The Create account window will open. Enter the following information:

Click Create to save the new account.

Locate the desired account and hover over it. Click the pencil icon to the right.

The Edit account window will open. Update the Code and Name field as needed. Any changes will automatically update existing records and be applied to future ones.

Click Save to keep your changes.

Locate the desired account and hover. Click the trashcan icon to the far right. The account will be permanently deleted.