Changing a Customers Third Party
This article will describe how to change or remove the third party associated with an account.
To edit the third party associated with a customer account, first, open the account page for the account you would like to edit. Next, select "Edit Details" to open the Edit Account dialog.
From the "Edit Account" window select the 3rd Party tab.
The third-party drop-down box can be used to select a third party.
If you are looking to remove a third party associated with an account, select the "Customer" option from the dropdown box.
Depending on the practice settings, the name of the "Customer" third party may have been configured to be named something else.Once you have made the desired changes, press the blue "Save" button.
Related Articles
Billing A Third Party
GP-Billing allows bills to be raised for services provided to patients but billed to third parties such as employers or insurance companies. From the [Billing] dashboard, click the [Create Bill] button. Use the following buttons to find or add the ...Price Lists
GP-Billing is pre-configured with three price lists for Customer Fees, Business Fees and Third Party Fees. From the [Administration] dashboard, click the [Pricing] button. If this is the first time setting up the price lists, click the [Import ...Navigation
Menu The menu allows quick access to each of the three dashboards in GP-Billing: Billing Bill customers, take payments and deposits and manage accounts Reports Produce compliance, ...Quickbooks
The following guides you through the steps required to transfer data between GP Billing and QuickBooks. You will need a copy of the [Quickbooks.xlsm] or [Quickbooks – SinglePatientAccount.xlsm] spreadsheets and Microsoft Excel 2010 or above. Please ...Product Overview
GP-Billing is an easy to use system designed by healthcare professional to enable payment of non-NHS and private services by patients, businesses and third parties. Services can include travel vaccinations, medical certificates, referral letters, ...