Pracsoft User Guide
Recording Visits - Administrative 'Entity' Billing

Overview

An 'entity' user is generally a non-human, administrative account with which you bill patients for services. For example, your Practice may wish to bill patients for vitamins bought over the counter, at your Practice. Such sundries are 'administered' by the Practice as opposed to being administered by a specific practitioner. If you intend to bill patients in this manner, you need to create a user account for the Practice. For information about creating an 'entity' user account, see Adding Administrative 'Entity' Users

Before You Begin

If you have never billed using an 'entity'user  account, you must first create the user account.

Recording Visits for an Entity Account

The process for billing a patient for services/sundries by your Practice is much the same as that for a Practitioner, except that in the Seen By field, you select the Practice's 'entity' user account. See Recording Visits for information on how to record various visit types in Prracsoft.