Adding Financial Classes

From the Accounts receivable (main) menu

1.        At the Accounts receivable (main) directory click on the File and system management button.

2.        This will take you into the System management directory. Here you need to click on Codes: FinClass, Recalls, etc .

3.        Now in the Lookup data file maintenance screen, click on the Patient Financial Class Setup button. * If this is your first time accessing the program and skip down to step five.

4.        The Lookup Financial Class screen will pop up. Click on Add New.

5.        At the Financial Class Entry screen, fill out the information concerning the financial class. You must enter a lookup code and a name. Then the Save this information button will appear. Click on Save this Information to finish.

From the Patient Account Information

SSI®Note: If you enter a new Financial Class in the Patient Billing Account entry screens this will bring you to the Lookup Financial Class screen. You can choose to add the new code from there.

1.        See either the Tutorial on Patient entry to get access to the Patient Billing Account.