1. Select Vault in the main menu, and then click Add.
2. Fill in the Vault and ACH account information.
   • Note: Required fields are:
     • Vault ID
     • Routing/ABA number
     • Account number
     • First name and last name

Note: The Vault ID enables users to identify a patient and their ACH account information on file. For example, using the Patient ID from your EMR as the Vault ID helps track and match information across systems.