Linking a Debtor to a Transaction Group allows the Practice to allocate a Debtor to a group that determines what settlement discount the Debtor qualifies for.
Web App:
Shortcut: N/A
Roadmap: N/A
User manual link: N/A
Desktop App:
Shortcut: N/A
Roadmap: MOD Med Debs > B Admittance >> Select Debtor > S Main Member Input Screen > F Transaction Group > B ... (ellipse) > S Debtor Transaction group > Select Transaction Group > B OK > S Main Member Input - F Transaction Group (filled in)