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Navigate to that patient's PMR
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Click Edit (F3) or press F3 on your keyboard
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Select the Account tab
- Select the Account Type
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In the below example, I have selected a Private Account
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Select the Account button
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From here you can:
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View the account Balance
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Set a Credit Limit
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Enter an External Reference
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Charge to the account by default
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Mark the account as Inactive
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Get a Detailed Statement
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- Select OK to save
