You can create parent-child account relationships to group accounts together based on your business needs by following the steps in this document.
Getting Here: Click Accounts > search for an account > Account Overview > Manage Child Accounts tab
To create a parent-child account relationship:
Notes:
If converting a self-pay child account to a parent pay MPI, or vice-versa, see section “Changing Payment Responsibility” in important notes. This section also contains important guidelines pertaining to these payment responsibility conversions that you should be aware of prior to performing this action.
To see a diagram showing the child accounts assigned to an account, please see the account hierarchy.
Notes:
For additional rules that apply to assigning or unassigning child accounts, please see important notes about parent‐child accounts.