Copy Debtor to Another Entity

Allows a user to copy a Debtors' Demographic Information from one entity to another without having to recreate the debtor, in order to save time and prevent the loss of information. 

Web App: 

Shortcut: N/A

Roadmap: NW > MOD Debtors - S Debtors > Desired Debtor - SB Debtor > B Debtor Edit - S Debtor Details > B Copy to Entity - S Copy to Entity

Desktop App: 

Shortcut: N/A

Roadmap: MOD Diary - S Debtor Manager > B Admittance > S Main Member Input > Desired Debtor > B Options > SM Copy Debtor to Another Entity - S Copy Debtor

User manual link: Copy Debtor to Another Entity 



» GoodX Healthcare Glossary