Store ACH Account Information on File in the Vault

You can store ACH account information on file in the Vault.

Instructions

1. Select Vault in the main menu, and then click Add.
2. Fill in the Vault and ACH account information.
   Required fields are:
   • Vault ID
     The Vault ID enables you to identify a patient and their ACH account information on file. For example, using the Patient ID from your electronic medical record (EMR) as the Vault ID helps track and match information across systems.
     
   • Routing/ABA number
   • Account number
   • First name and last name