Siebel eHealthcare Guide > Billing Accounts > End-User Procedures >

Creating a Billing Account Record

End users can add a new billing account record from any Billing Accounts view, including the Contacts screen, the Companies screen, the Service Requests screen, or the Billing Accounts screen.

To add a billing account

  1. Navigate to the Billing Accounts screen.
  2. In the More Info form, add a record and complete the necessary fields.

    3. Some fields are described in the following table.

    Field
    Comments
    Account #
    Automatically generated by the application. You can configure Siebel eHealthcareto assign a billing account number based on your company's standards and conventions.
    Effective Date
    Set to the current date.
    Status
    Set to New.
    Type
    The type of billing account. Select:
    • Single Policy if you will associate only one policy with the billing account.
    • Multiple Policy if you will associate more than one policy with the billing account.


 Siebel eHealthcare Guide 
 Published: 04 June 2003