<< Click to Display Table of Contents >> Navigation:  Guarantor Balance Inquiry > Guarantor Visit Balance Screen > Combine Accounts

The Combine Accounts option allows users to merge balances into a designated account, making it easier to manage multiple accounts with balances. This feature is particularly useful for facilities that use cycle statements, as it helps reduce the number of statements that need to be sent out.

 

NOTE: Visits with an insurance balance cannot be combined. A warning will appear if one is selected.

 

To get started, select the accounts from the list needing to be combined and then select Combine Accounts. The Combine selected visit balances into drop-down will appear. Select the account from the drop-down to merge the selected accounts into, and then select Continue.

 

 

Select Web Client > Guarantor Inquiry > Select Guarantor > Select Visits > Combine Accounts

 

Guarantor Visit Balances - Combine Accounts