Account Registration

You can manage client accounts from the CFMS form Account Registration.

1. Go to: Avatar CFMS > Account Management > Account Registration

2. In the Client Name/ID# field, enter the client name or ID number and select.

3. In the Create New or Edit Existing Account field:

• Select Create New Account to set up a new account for the client.
  • In the Account Number field, enter the number for the new account.
• Select Edit Existing Account to make changes to a previously set up account.
  • In the Existing Account Number field, select the number of the desired account.
    Note:  Edits to account information only affect transactions posted after the change.

3. In the Description Of Account field, enter a description.

4. In the Type Of Account field, select the account type.

5. In the Maturity Date of Bond Or CD field, enter the appropriate date.

6. In the Category of Account field, select the category of account.

7. In the Determining Medicaid Eligibility field:

• Select Yes to include funds when determining Medicaid eligibility.
• Select No to exclude funds when determining Medicaid eligibility.

8. In the Account Start Date field, enter the starting date.

9. In the Account Termination Date field, enter the ending date.

10. For the Is This an Interest-Bearing Account (Y/N) field:

• Select Yes to include the account in interest distribution.
• Select No to exclude the account from interest distribution.

11. In the Account Maximum Balance field, enter the maximum balance the account should contain. Deposits can be made above the maximum balance. See Report of Exceeded Max Balances.

12. In the Transaction Posting Notification field, enter a message to display when this account is selected in the transaction posting forms.

13. Click Submit.

► Dictionary Values

• Category of Account

• Type Of Account

► Registry Setting

• Medicaid Eligibility Default Value

► SQL Table

• SYSTEM.cf_acct_registration