Account Data Maintenance

Account Data Maintenance

Introduction: 
This article is intended to serve as guidance on the Account page and how to maintain the fields and information to keep up with your businesses growing needs.

  1. Account Name changed to “Account Nickname” – this will encourage customers and staff to use legal entity/business names for our accounts as opposed to nick names that can be difficult to trac

  2. Legal Entity Name - please enter the legal entity name of your business

  3. DBA Name – please enter the DBA name if applicable for your business

  4. Account Owner Information: 

    1. First Name - the account owners first name

    2. Last Name - the account owners last name

    3. Account Owner Phone Number - the account owner's phone number

    4. Account Owner Email = the account owner's email

    5. Ownership Start Date - the start date of the account owner for the account

    6. Ownership End Date  - the end date of the account owner for the account

  5. Account Status – This field is set by the system or by verifyTX staff.

    1. Active – Accounts are considered active if their subscription payments are paid and there are no open past due invoices on the account.

    2. Inactive – Accounts are considered inactive when the subscription has lapsed due to 3 or more failed payments, no transactions, and/or have been disabled by VTX staff.

    3. On Hold – accounts that have chosen to pause their subscription will automatically reflect as on hold until their subscription has been renewed. Accounts cannot remain on hold past a subscription term of 1 month. If the account has not been renewed by a payment within 45 days of pausing the subscription, the account will be made inactive and any credits associated to it will be permanently lost.


    • Related Articles

    • VerifyTX Summer Release - Version 24.06 Release Notes

      Verify TX Summer Release Patient Search Upgrade What has been added or changed? Back by popular demand, we have brought back the old search bar, but with the new additional search filters available as needed. Knowledge Base Articles: Upgraded Patient ...
    • Winter 2023 Updates

      Verify TX Important Updates VerifyTreatment has a client portal! This portal will allow customers to submit inquiries of all kinds from support to billing to questions and feature requests. We will also be debuting a help center with help guides to ...
    • How to Add an ACH Payment Method

      How to Add an ACH Payment Method This article is intended to serve as guidance for customers who wish to add an ACH payment method to their account. 1. Navigate to "Settings" 3. Click Billing 4. Click "Add New Payment Method" 5. Click "Bank Account" ...
    • Release Notes 24.02

      Release Notes: 24.02 Upgraded Search Capabilities - we're rolling out a new upgraded search that allows you to drill down by Insurance, Coverage Status, Facility, Client Type, Tag Applied, and much more, checkout our knowledge base article to see all ...
    • How to Setup Passwordless Authentication

      Follow these steps to set up Face ID for seamless authentication on both mobile and desktop devices without requiring a 2FA code. 1. Log in to your account and navigate to the user profile. 2. Click on "Enable Passwordless Authentication". 3. Proceed ...