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Create New Debtor

Creating a Debtor will allow you to create a new electronic file for a person who is responsible for the payment of the account. Dependants can be linked to a Debtor. A new Patient who has never visited the Practice will always require a file to be opened. Once a new file has been opened, you are able to capture transactions for the Patient. 

Web App: 

Roadmap 1 : NW > MOD Diary > S Diary > Select Relevant Booking > SB > B Debtor Add - S Debtor Details

Roadmap 2: NW > MOD Debtors > S Debtors > T Debtors > B Add New Debtor - S Debtor Details

User Manual Link: Create New Debtor

Desktop App: 

Shortcut: F9 Button on the keyboard, only on Roadmap 2

Roadmap 1 : MOD Med Debs > B Admittance > S Main Member Input (Choose Debtors F6) > B + > RB Type of Debtor > B OK - S Main Member Input (Input)

Roadmap 2: MOD Diary > TB > B Debtor List (F9) > S Main Member Input (Choose Debtors) > B + > RB Type of Debtor > B OK - S Main Member Input (Input)

User Manual Link: Create New Normal Debtors

                               Create New Insurance Debtor

                               Create WCA and RMA Debtors 


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