What does code 9604 (Check bank account name. The name supplied is not a valid account name.) mean?

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Explanation

The patient's first name or surname of their bank account may contain brackets or other characters (e.g. asterisks) that should be removed.

Action

To update the patient's first name or surname:

  1. In the Customer / Patient section on the invoice, click the patient's name in blue to go to their profile.
  2. Click the Funding tab.
  3. In the Bank Account section, click the Edit icon.
  4. Remove the bracket or character and check that the name is spelled correctly.
  5. Click Save and return to the invoice.
  6. Reprocess the claim.
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