How to change the account holder

  1. Navigate to the patient's file and go to the 'Demographics' tab.
  2. Select Edit Patient.   
  3. Under the 'Address' Section, select Other Addresses and Family Members.   

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

  1. Select Save and Close.  

Still need help? Contact Us Contact Us