Add or edit bank accounts

Before you can publish banking information associated with a healthcare service or practitioner you must add the account details using the Bank accounts tab found on the Participating Organisation view screen. You can also edit bank account details using this same tab.

Add or edit bank accounts screenshot

Summary of steps to add or update bank accounts:

  1. Log in to the PCA™ Portal.
  2. Open your Participating Organisation.
  3. The Participating Organisation screen is displayed.
  4. Navigate to the Bank accounts tab.
  5. Click on Add new bank account button.
  6. Enter the following details for the bank account being added:
    • Nickname 
    • BSB number 
    • BSB name (will auto populate upon entry of BSB number) 
    • Account number 
    • Account name 
    • Billing address
  7. Click on Add bank account button.

Update Bank Account details: If you want to edit existing bank account details, click on the account you want to edit. Update bank details as required and then click the Save button.

Continue to next step: Link or update practitioners to a healthcare service

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