Creating Accounts

Use this task to create a new guarantor account. Creating an account also creates a person record in Connect.

The account configuration includes information collected on the following tabs:

Step-By-Step Guide

Step	Instructions	Additional Information
1	Upon selecting File > New > Account, the Select Practice window opens.	This task can also be initiated by clicking Create from the Accounts page.
2	Open the Practice drop down list and select the practice to associate the new account.
3	Click OK. The Create Account / Person Information tab opens.
4	Person Information Tab From the Create Account / Person Information tab, enter the new account information.
5	In the Name and Address section, enter the name of the person in the Name field.	Last and First names are required for a person name, with the Middle and Suffix field being optional.
6	Select the International Address checkbox, if applicable.
7	Enter of the street address for the person in the Address line 1 and line 2 fields, if applicable.
8	Enter the zip code for the person in the Zip Code field.	If International Address is selected, the State and Zip Code fields are replaced with Postal Code, Provide Code, and Country.
9	(Optional) Enter the name of the city for the person in the City field.	The City field auto-populates based on the value entered for the Zip Code field, but can be updated, if necessary.
10	(Optional) Open the State drop down list and select the state for the person.	The State field auto-populates based on the value entered for the Zip Code field, but can be updated, if necessary.
11	Enter the business hours phone number for contacting the person in the Day Phone field.
12	Enter the non-business hours phone number for contacting the person in the Evening Phone field.
13	Enter the person's electronic mail address for the person in the Email field.
14	In the Employer Information section, enter the name of the person's current employer in the Employer field.	Employer information is optional and used for your record keeping.
15	Enter of the street address for the person's employer in the Address line 1 and line 2 fields, if applicable.
16	Enter the zip code for the person's employer in the Zip Code field.
17	(Optional) Enter the name of the city for the person's employer in the City field.	The City field auto-populates based on the value entered for the Zip Code field, but can be updated, if necessary.
18	(Optional) Open the State drop down list and select the state for the person's employer.	The State field auto-populates based on the value entered for the Zip Code field, but can be updated, if necessary.
19	Enter the phone number of the employer in the Phone and Ext. fields, if applicable.
20	Enter the facsimile number of the employer in the Fax and Ext. fields, if applicable.
21	In the Personal Information section, enter the person's SSN in the Social Security field.
22	Open the Gender drop down list and select the person's gender.
23	Open the Date of Birth drop down and select the date from the calendar.	The date can also be entered manually by typing the date with the following format: mm/dd/yyyy.
24	Open the Marital Status drop down list and select the person's marital status.
25	Open the Language drop down list and select the person's spoken language.
26	Open the Employment drop down list and select the person's current employment status.
27	Enter the person's current occupation in the Occupation field.
28	Insurance Tab Click the Insurance tab to add the insurance details.
29	In the Active Insurance section, click Add.	Refer to the Adding Insurance topic for the step-by-step guide for completing this activity.
30	Click Save to save and close the page.	The Account: [ID] / Active AR tab for the newly created account is displayed.