Siebel Healthcare Guide > Managing Billing Accounts >
Creating Billing Account Records
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
- Navigate to the Billing Accounts screen.
- Add a new record and complete the necessary fields.
Some fields are described in the following table.
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Account # |
Automatically generated by the application. You can configure Siebel Healthcare to 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.
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