Section: Debtors & Patients | Diary Admin to Clinical Information (Desktop App)

Text size

Line height

Text spacing

Help

Section outline

There are different debtor types, example:

Normal (Private or Medical Aid patient)

Insurance

IOD.

For every insurance examination and IOD case per Normal Debtor, a new electronic patient file must be created.
- Select activity Debtor List
  
  Debtor List Page
- Select activity Fuzzy Debtor Search (version 8.0)
  
  Fuzzy Debtor Search (version 8.0) Page
- Select activity Debtor Status List
  
  Debtor Status List Page
- Select activity Create New Normal Debtors
  
  Create New Normal Debtors Page
- Select activity Linking a Debtor to a Transaction Group
  
  Linking a Debtor to a Transaction Group Page
- Select activity Create New Insurance Debtor
  
  Create New Insurance Debtor Page
- Select activity Create WCA and RMA Debtors
  
  Create WCA and RMA Debtors Page
- Select activity Create a Non-medical Debtor
  
  Create a Non-medical Debtor Page
- Select activity Create New Debtors and Dependants - Using the Import Data function
  
  Create New Debtors and Dependants - Using the Import Data function URL
- Select activity Add Dependants
  
  Add Dependants Page
- Select activity Dependant Type
  
  Dependant Type Page
- Select activity Patient Validation and Data Imports
  
  Patient Validation and Data Imports URL
- Select activity View or Update Debtor Information
  
  View or Update Debtor Information Page
- Select activity View or Update Patient/Dependant Information
  
  View or Update Patient/Dependant Information Page
- Select activity Change Debtor Type (Normal, IOD, etc.)
  
  Change Debtor Type (Normal, IOD, etc.) Page
- Select activity Duplicate Debtors
  
  Duplicate Debtors Page
- Select activity Make a Patient Inactive (New Medical Aid)
  
  Make a Patient Inactive (New Medical Aid) Page
- Select activity Make a Patient Inactive (Deceased)
  
  Make a Patient Inactive (Deceased) Page
- Select activity Copy Debtors - New Medical Aid
  
  Copy Debtors - New Medical Aid Page
- Select activity Copy Debtor to another Medical Aid
  
  Copy Debtor to another Medical Aid Page
- Select activity Copy Debtor to another Entity
  
  Copy Debtor to another Entity Page
- Select activity Add an Employer
  
  Add an Employer Page
- Select activity Add Insurance Agents
  
  Add Insurance Agents Page
- Select activity File Cover Sheet
  
  File Cover Sheet Page
- Select activity Custom Labels: Signata / Patient File / Hospital Case
  
  Custom Labels: Signata / Patient File / Hospital Case Page
- Select activity Print patient label
  
  Print patient label Page
- Select activity Postal Codes
  
  Postal Codes Page
- Select activity Log: Data Changes
  
  Log: Data Changes Page
- Select activity Debtor Document Manager (Doc Man)
  
  Debtor Document Manager (Doc Man) Page
  
  To save Documents eg. ID and Medical Aid Card.
  
  Can be accessed from MedDebs and the Diary.

Previous section Diary Administration

Next section Appointments

Log in

Course Diary Admin to Clinical Information (Desktop App): Debtors & Patients

Section outline