Page Description

Use the Lab Accounts page to review or modify user-level lab account information. These accounts only apply to users who are signed in as providers. Note that you may establish different lab account numbers for each practice the user belongs to.

For more help, click one of the following links:

• Accessing this Page
• Modifying Lab Accounts (Provider accounts only)

Accessing this Page

• Click the link in the Lab Accounts column on the User page.
• Click the link in the Account # column on the Users administration page.

[Return to Top]

Modifying Lab Accounts

Note that this page is only available for users designated as providers.

Note that you can update the account number for a user from the Account Numbers page during order entry; however, those changes will not appear in this page until you sign out and sign back in. See the Account Numbers topic.

1. The labs associated with the selected practice are displayed when the page appears. Each lab is listed in the Lab Name column, and the selected practice is displayed at the top of the list.
2. Enter a code in the Account # field. Copia will use this code as the lab account number when it is appropriate to do so based on your billing settings. See the Setting Billing Account Numbers topic.
3. Select for each lab either Client Bill or Direct Bill as your billing preference. Some labs will not allow client billing, in which case Copia uses direct billing whether or not it is the preferred method.
• Client Bill: The provider will bill the patient.
• Direct Bill: The lab will bill the patient.
4. Click Cancel to return to the preceding page without saving your changes.
5. Click Save to save the modifications to the lab accounts and return to the preceding page.

[Return to Top]

 © 2016 Orchard Software Corporation