Debtor & Patient Documents

Debtor & Patient Documents are securely stored in the respective Debtor or Patient file and play a crucial role in maintaining accurate and comprehensive records for the Practice. These documents ensure compliance with legal and administrative requirements while facilitating efficient Patient management. Examples of such documents include a valid Medical Aid card for verification of benefits, an Identification Document to confirm the Patient’s identity, signed Terms and Conditions outlining the agreement between the Practice and the Patient and/or Debtor, and Consent forms required for medical procedures or data sharing and any other relevant documentation that you require. 


Web App:

Shortcut: N/A

Roadmap 1: NW > MOD Diary - S Diary > Booking - SB Diary > B Add Documents - S Upload Documents

Roadmap 2: NW > MOD Diary - S Diary > Booking - SB Diary > B Account Details - S Account Details > T Uploaded Documents - S Upload Documents

Roadmap 3: NW > MOD Debtors - S Debtors > Select Debtor - SB Debtor > B Account Details - S Account Details > T Uploaded Documents - S Upload Documents

Roadmap 4: NW > MOD Diary - S Diary > T Hospital Round List - S Hospital Round List > Select Patient - SB Patient > B Account Details - S Account Details > T Uploaded Documents - S Upload Documents

User Manual Link: Debtor Documents: Navigation and Use

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