Setup Bank Codes

All staff members that provide billings for the practice require a provider number.  (Registered Nurses can be assigned the common provider number i.e. 1111).

These staff members providing billings for the practice can then be assigned a bank code. Setup the bank codes by entering a  specific code for a nominated account. This bank code has no relationship to a staff code though for convenience a practice might want to match the codes. After entering a bank code then enter the Bank Account details i.e. BSB, Account No, Account name, Bank name.

Once the banking codes have been setup then each staff member generating receipts can then be associated to a bank code through their staff details. Go to Staff> Search Staff on the main menu.

Click on the Question mark in the box next to banking code and this will bring the Bank Code form into focus so that one of the bank accounts can be selected.

One doctor can have only one bank account BUT one bank account can have many doctors.

An employee or locum doctor will often not have their own bank code because their receipts are deposited with the Practice or Principle doctor.

The grid at the top of the page shows an example of five staff placing deposits into only one account. (Dr Adam Brown) 

The codes listed on the right indicate which staff are associated with the bank account highlighted.

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