Senior Living Communities

Contents

Adding and Removing Communities from an EFT Bank Configuration

You can add or remove a community for specified EFT Bank Configurations. Removing a community from a Bank Configuration deactivates the Bank Configuration for the community.

  1. Do one of the following: 

    • Single community: Billing > Setup > EFT Configuration. Single communities need to clear EFT Community to deactivate the Bank Configuration.

    • Multi-community: EMC > Standards > EFT Configuration.

  2. Verify you are on the EFT Bank Configuration Link. It is bold.

  3. Click the action icon next to a Bank Configuration and click Community Selection.

  4. To add a community to the Bank Configuration, select the correct community.

  5. To remove/deactivate a community from the Bank Configuration, clear the community name.

  • You can add more than 1 community to a Bank Configuration.

  • Communities can only be assigned one Bank Configuration, but an organization can have several EFT Bank Configurations defined.

  • Inactive profiles, those with no community association, appear in red.

  • Adding a community to a bank configuration is only available if:

    • the default private payer is set up for the community.

    • the GL account selected on the bank configuration is activated for the community.

    • the community is not associated to another bank configuration.

  • Removing a community from a bank configuration is only available if:

    • no open batches exist for the community.

  • If a community is removed from the profile, the override information is also removed.

  • The Security module allows system administrators of a community to create users and give them appropriate levels of access by assigning pre-set roles or customized roles. The Security options allow the system administrators to limit user access to modules and functionality, simplify the task of tracking user access levels, and create customized roles.