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Version: 3.1

Edit an account

Overview​

This flow describes how to change the details of an account in Care. You can update the name, description, status, billing status, and primary encounter.

Pre-requisites​

  • Someone created the account, and you open its account page.
  • If you set a primary encounter, the patient has at least one encounter.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Update AccountLets you change the details of an account. Facility Admin and Admin have this permission.

Steps​

1. Open the account​

Go to the account page for the account that you want to change.

2. Start the edit​

Click Edit Account. Care opens the account details in edit mode.

Note: Press e on the account page to start the same action.

3. Update the account details​

Change the fields that you want to update.

ComponentsWhat it captures
NameThe name of the account. This field is mandatory.
DescriptionMore detail about the account. This field is optional.
StatusThe state of the account. Select Active, Inactive, On Hold, or Entered in Error.
Billing StatusThe billing state of the account. Select Open, Care Completed, Billing, Closed Bad Debt, Closed Voided, Closed Completed, or Closed Combined.
Primary EncounterThe main encounter for the account. Select one of the patient's most recent encounters. This field is optional.

Note: You can set the primary encounter only when you edit an account. You cannot set it when you create an account.

Note: An encounter can be the primary encounter of one account only.

Note: You cannot change the patient or the facility of an account.

4. Save the changes​

Click Save.

Expected Outcome​

  • Care saves the new account details.
  • The account page shows the updated name, description, status, billing status, and primary encounter.

Concepts:

Flows: