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The Accounts page lists all bank accounts associated with your organization. Each account has its own account number, routing number, and balance.

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Viewing account details

Select an account to see:
  • Account number and routing number for receiving payments
  • Current balance — the amount available for transactions
  • Held balance — funds that are pending (e.g., outbound transfers that haven’t settled)
For security, account numbers are partially masked in the account list. Select an account to view the full number.

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Multiple accounts

Your organization can have multiple bank accounts. This is useful for separating funds by purpose, such as keeping operating expenses separate from patient collections.