Add or edit bank accounts
Before you can publish banking information associated with a healthcare service or practitioner, you must add the account details using the Bank accounts tab found on the Participating Organisation view screen. You can also edit bank account details using this same tab.
Summary of steps:
- Log in to the PCA™ Portal.
- Click on the Business global menu then select Manage bank accounts.
- Click on Add new bank account button.
- Enter the following details for the bank account being added:
- Account name
- Account nickname (optional)
- BSB number
- Bank (will auto populate upon entry of BSB number)
- Account number
- Billing address
- Click on Add bank account button.
Update Bank Account details: If you want to edit existing bank account details, click on the account you want to edit. Update bank details as required and then click on the Save button.
If you have multiple organisations and want to manage bank accounts, you can select the organisation from the Business global menu then select Manage bank accounts.
Continue to next step: Link or update practitioners to a healthcare service
