Flows/Edit an account
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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
| Permission | Access |
|---|---|
| Can Update Account | Lets 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.
馃摑 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.
| Components | What it captures |
|---|---|
| Name | The name of the account. This field is mandatory. |
| Description | More detail about the account. This field is optional. |
| Status | The state of the account. Select Active, Inactive, On Hold, or Entered in Error. |
| Billing Status | The billing state of the account. Select Open, Care Completed, Billing, Closed Bad Debt, Closed Voided, Closed Completed, or Closed Combined. |
| Primary Encounter | The main encounter for the account. Select one of the patient's most recent encounters. This field is optional. |
馃摑 Note
You can set the primary encounter only when you edit an account. You cannot set it when you create an account.
馃摑 Note
An encounter can be the primary encounter of one account only.
馃摑 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.
Related
- Concept: Concepts/Account