One of the most used functions within Genie is the billing and invoicing areas. These areas allow you to invoice for services rendered so that the doctors can be paid for their work. Another important factor in this area is the Bank Accounts. This is where the payments received are receipted to.
Before you begin
Before you commence running through this guide you will need to ensure you have all relevant bank account details for your providers.
Navigate to Open > Bank Accounts and click on the icon.
Within this window you will be required to enter all relevant account details.
Each bank account must have a unique Bank Code, which can be up to 3 characters in length. This code can be anything you choose, e.g.“NAB” for the National Australia Bank. In a multi-doctor practice, where each doctor has their own account, you can make each code the initials of the relevant doctor.
If your practice preference is set to accept direct deposit payments on invoices, then you will have the option to tick this bank account to accept direct deposit payments. Once you have completed entering all details, click Save.
To edit an existing bank account
Navigate to Open > Bank Accounts and double- click on an account from within the list. It will open the edit account window where you can make your changes and click Save.
To delete an existing bank account
Navigate to Open > Bank Accounts and select the account you wish to delete, once highlighted you can click on the icon.
You will receive an alert advising you that should you delete this account it will be permanently removed from your database.
Doing this will clear the Default Bank Account section set up for each provider using this account within their User Preferences section as well as removing the account from your Daily Banking Report. We do not recommend deleting Bank Accounts. If a new account needs to be set, we advise to create a new one and set it as the new default for corresponding providers instead.
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