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: How to Create a 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)