Diary Administration to Communication (Web App)

Why Use This Function

The Debtor/Patient information is the demographic details from the Main Member, or person responsible for the account, and the individual who will be receiving care at the Practice. By maintaining up-to-date demographic data, healthcare providers can tailor care to specific Patient needs, reduce the risk of medical errors, and ensure the right Patient receives the right treatment.

The Contents of This User Manual:

• View/Update Debtor Information from the Diary Sidebar 
  
• View/Update Debtor Information from the Debtor Sidebar
  

• This user manual will start on the Diary screen.

View/Update Debtor Information from the Diary Sidebar

From a booking, you can update a Debtor's information by accessing the Debtor Details screen from the Diary screen.

• Click on the desired Patient Booking.

• The Diary sidebar will open.

• For more information regarding the Diary sidebar, please refer to the user manual: Diary Sidebar: Navigation and Use.
  
  
• Click on the Debtor Edit button.
  

• The Debtor Details screen will open.
  

• For more information regarding the Debtor Details screen, please refer to the user manual: How to Create a New Debtor.

View/Update Debtor Information from the Debtor Sidebar

From the Debtors tab, you can update a Debtor's information by accessing the Debtor Details screen from the Debtors screen.

• Click on the desired Debtor.

• The Debtor sidebar will open. 
  

• For a comprehensive explanation of the Debtor sidebar's functionality please, refer to the user manual: Debtor Sidebar: Navigation and Use.
  

• Click on the Debtor Edit button located on the Debtor sidebar.
  

• The Debtor Details screen will open.
  

• Click on the Save button to save the new information and exit the Debtor Details screen.