Changing a Customers Third Party

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.
An image of an Account page that has been annotated to show the "Edit Details" button.
From the "Edit Account" window select the 3rd Party tab.
An image of the "Edit Account" dialog which has been annotated to show the location of 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.

An image showing the third-party drop-down box.

Once you have made the desired changes, press the blue "Save" button.
An image showing the "Save" button.