Forms & Reports
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There are two types of accounts in MMEx:
Accounts are connected to specific ledgers.
To view accounts and their balance along with other relevant details, open the Accounts tab. Select the ledger you wish to view accounts for.
You will see a range of filters and a table with all accounts for the selected ledger listed in it. Details available include:
There are a number of filters that you can use to filter or search the information in the accounts table:
Accounts will be created automatically for both patients and providers when a visit is created. You may however, use this section to give the provider account a custom name if desired
You may also create other customer accounts such as family accounts, or entity accounts where multiple patients may be applied.
If creating a Customer account where one person is responsible for family members, or an entity is responsible for a group of patients, select Customer Account from the drop down menu and give the account a name and enter a contact phone number. If the patients are going to be bulk-billed or claim from Medicare, check the box for Allow Claiming with Medicare; this will display additional fields.
To link patients to this account, click the Link Patients button and search for the required patients.
If linking family members, search by the surname, then hold shift as you click on each patient. when all are selected, click Link
Once linked, select the primary patient record by clicking Make Primary - this account will be highlighted with grey and after saving have (primary) after their name.
Mark whether consent has been given for Electronic transmission of claims for each person.
Record Billing, Claimant and Bank details for the account as required or check the box to use existing information.
Save the account.
You will then be shown the summary page of the account with invoice recipient and primary patient marked. You may edit the account by clicking on Edit Account You may view Quotes, Invoices, Claims, Payments and Journal entries for this account by selecting the relevant Tab within this filtered account view.
Click Back to all accounts to return to the main accounts page.
If creating a Customer account where services are billed to a specific organisation, but the patients change constantly, select Customer Account from the drop down menu and give the account a name and enter a contact phone number. Don't select Allow claiming with Medicare.
Click on Save
The account can now be selected for invoicing.
Click on Transfer between Accounts.
Click transfer You will be asked to confirm the transfer, click transfer if the details are correct. You will be shown a transfer success message, and the current balance of both accounts will be displayed.
It is important to note that this transfer is occurring in the account records only, not in the organisation's bank accounts. Event logs record details of who completed the transfer.
NB: Archiving the account archives all quotes, invoices and claims under the account so ensure that all billing activity is completed prior to archiving the account.