How to add a Company/3rd Party

  1. Navigate to Practice Wide > Company Management.
  2. In the Company Management screen, select New .

  1. Enter the Company/3rd Party name to be added - HealthTrack will search the system for an existing entry.
  2. In the Proceed confirmation window that pops up, select Yes .

  1. The Company/3rd Party record will be created and you can add the required details (i.e. contact, address etc.)
  2. Select Save.

Health Funds are also managed via the Company Management screen. For detailed instructions on how to add a health fund, view our How to add a Health Fund article.

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