How to change the account holder
- Navigate to the patient's file and go to the 'Demographics' tab.
- Select
Edit Patient. - Under the 'Address' Section, select
Other Addresses and Family Members.

- Select
Add Family Memberand search for the alternate account holder and select them. - Under the 'Family Members' section of the 'Addresses' screen, then select
Make Account Holder.

- Select
Save and Close.