/
Creating Accounts

Creating Accounts

Sept 23, 2020

 

 

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.
2Open the Practice drop down list and select the practice to associate the new account.  
3Click OK. The Create Account / Person Information tab opens. 
4

Person Information Tab

From the Create Account / Person Information tab, enter the new account information.

 
5In 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.

 

 

7Enter of the street address for the person in the Address line 1 and line 2 fields, if applicable. 
8Enter 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. 
11Enter the business hours phone number for contacting the person in the Day Phone field. 
12Enter the non-business hours phone number for contacting the person in the Evening Phone field. 
13Enter the person's electronic mail address for the person in the Email field. 
14In 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. 

15Enter of the street address for the person's employer in the Address line 1 and line 2 fields, if applicable. 
16Enter 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. 
19Enter the phone number of the employer in the Phone and Ext. fields, if applicable. 
20Enter the facsimile number of the employer in the Fax and Ext. fields, if applicable. 
21In the Personal Information section, enter the person's SSN in the Social Security field. 
22Open the Gender drop down list and select the person's gender. 
23Open 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.
24Open the Marital Status drop down list and select the person's marital status.  
25Open the Language drop down list and select the person's spoken language. 
26Open the Employment drop down list and select the person's current employment status. 
27Enter 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.

30Click Save to save and close the page. 
The Account: [ID] / Active AR tab for the newly created account is displayed.

 

 

 

 

 

Related Topics

New > [Object]

Create Account / Person Information Tab

Create Account / Insurance Tab

Create Insurance Window

Adding Insurance

Editing Insurance

Expiring Insurance

Reactivating Inactive Insurance

Related Training/Support Documentation

Not applicable for this topic

Search this documentation