Payment Account List

Run the Payment Account List to obtain a list of the payment accounts you use to accept payments for your practice. The report includes the transaction type category, default description, office and doctor assignment (if any), and account type.

Click to OpenSet Up Payment Accounts

Use the Payment Accounts editor to define the types of payments you accept from responsible parties, such as checks, credit and debit cards, and electronic (ACH) payments. If you integrate Edge Cloud with an electronic payment processing system, such as Global Payments Integrated, Vanco, or Worldpay, you must create at least one payment account to use with that integration. See "Payment Accounts Editor" for details.

Click to OpenRun the Report

Select Reporting from the Reporting section of the Home ribbon bar. Then from the Table section, open the Payment Account List report. You can double-click the report name, or click Run at the top of the window to continue. (You can also use the Search field to find the report you want to work with.) You might also be able to run this report or form from your Recent Reports or Quick Reports list. See "Run Edge Cloud Reports" for details.

Because there are no optional settings, the report runs immediately after you select it. With the results on your screen, you can click View from the left side of the window to refresh the results. In addition, you can manage the output with the toolbar at the top of the report window. See "Report Output Options" for details.