1 Family/Billing Organization File

Centralize charge account management across one or more patients
Link multiple patients under a single billing entity (family or organization)
Control A/R balances and charge transactions at the account level
Maintain billing address and account-level data used for statements
Enable workflows such as:
- Posting charges to a shared account
- Consolidated billing and statement generation
- Managing LTC or facility-based billing structures
- Importing and applying payments using account identifiers
Serve as the primary linkage driver between:
- Patient profiles
- Charge account activity

No Hold state for accounts
Only active vs disabled behavior exists
Strict dependency on Family Record Number
- Missing or incorrect values break imports and payment mapping
Address is controlled at account level only
- Changes in patient profile do not affect billing address
Family vs Billing Organization distinction is critical
- Misclassification causes billing and transaction issues
Linkage is not dynamically self-correcting
- Incorrect links may require:
  - Deletion
  - Re-linking
  - Manual correction

Family/Billing Organization File

The Family/Billing Organization File allows pharmacies to group multiple patient families under a single billing entity, enabling more efficient and centralized account management.

This feature is primarily used in workflows where multiple families or patients need to be billed collectively rather than individually.

This allows them to print a single statement in Print Statements to send to the Billing Organization.

In File 6. Family/Billing Organization File Add New

The system allows filtering by All, Families Only, or Organizations Only, making it easier to locate specific entries depending on whether the user is managing individual family accounts or larger billing organizations.

You can create a new Family or Organization, or select an existing one to view and update its location information.

Link Family Into Billing Organization

When a charge account is activated, click the “+” button to modify A/R-linked accounts. From there, select the pencil icon to assign a Billing Organization, which groups the family under a single billing entity.

If the family’s charge account has an existing balance, the system allows you to transfer that balance to the Billing Organization after it is selected. To complete the process, click Transfer, confirm by selecting Yes, and the system will apply the change, consolidating the balance under the organization.

Remove Family Link From Billing Organization

To remove a family linked to a Billing Organization, open the patient file, click the “+” icon next to the charge account, and select Remove A/R Linked. The system will prompt you to transfer the balance back to the family account, restoring it to the patient’s original billing setup.