The Account Provider designates the provider to be used for accounts receivable and billing purposes for that account. The Account Provider “owns” the account and many DAISY reports can be generated based on the account provider. Hygienists are not usually considered account providers.

Changing the Account Provider:

1. Open the appropriate Account screen
2. Click on the General tab
3. Click on the arrow next to the Account Provider field
4. Select the appropriate provider
5. Save the changes to the account

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