Selecting and Creating an Account for Enrollment Form Completion

On the Select Accounts screen, perform the following procedure. Note that an account is selected by default.

Select a single or multiple account as appropriate.
Select Create Account to create a new account or use the Edit icon under the Actions column to edit the account details.
Use the columns to filter data in the grid.
Select Next to launch the Enrollment Form completion workflow. The first page of the Enrollment form appears. Payer and Account details are shown at the top of the form.

note: The Select Account(s) screen is skipped if the Skip Account Selection option is selected, or if there is only one account setup for the customer. The Enrollment form is directly displayed.
If form filling is skipped, payer will be automatically linked to the selected account(s).