Setting up services payable by other parties

Use this if a third party (external company) is paying for a service rather than the patient’s account holder

Edit the Service Type:

Services setup 1Select Account Setup in the Accounts menu.

Open the Service Type tab, and select the service you wish to edit.
Advanced services setup 3

1. Enter a specific organisation under the Organisation column. The orange box allows you to search your contacts list. Type part of the name and press [Enter].


2. Select an organisation type under the Org Type column. When a user creates an invoice for this service, they will be prompted to select an organisation from this group.

In your contacts list, organisations should belong to specific groups.

For example, the Service Type Insurance examinations should have the Org Type set to “Insurance Company”. When creating invoices for Insurance Examinations , you will be prompted to select the actual insurance company to invoice.