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You are here: Training & support - DAISY knowledge base - Creating a new account

 

 Daisy will assign the Default Provider, Fee Schedule, and Account Options as setup in Tools.

 

Creating a New Account:

  1. From the Daisy toolbar, select Account. Enter the guarantor’s name in the search screen. If the name is not found, click the New Account button in the lower left corner.
  2. Select a New Guarantor for the Account if the person’s name does not come up in the search screen.
  3. Complete the personal information from the Personal Info screen. Information in yellow text field is required.
  4. Save and close the Personal Info window.
  5. The Guarantor will automatically be included as the first patient on the account. If the guarantor is not a patient, he/she may be deleted after another patient is added by clicking on the minus sign in the patients tab on the account.
  6. To add an additional patient to the account, click the Blue Plus under the Patient tab, and enter the patient’s name in the search screen. Choose the name from the list and click OK.
  7. If the patient’s name doesn’t appear in the window, click the New Patient To Add button and complete the information on the Personal Info screen. Save and close.
  8. From the Account window, click the General tab.

 

Modifying an Account:

  • From the Daisy toolbar, select Account.
  • Search for and select the account.
  • Click the General tab and change account options.
  • To assign a different Guarantor: right click in the Guarantor area and choose Select Guarantor on Account.
  • To modify Account Options, select; Send Statement, Finance Charges, etc.
  • To change the Account provider, select a provider from the Provider drop-down list.
  • To change the fee schedule, select a fee schedule from the Fee Schedule drop-down list.

 

You can also check this article: Creating a new account from the Patient screen

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