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

1. Navigate to the Billing Accounts screen.

2. Add a new record and complete the fields described in the following table.

   Field	Comments
   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.