The Add Related Party screen provides an organised and structured way to manage all individuals connected to a Debtor, such as Dependants, Guardians, or Next of Kin. Accurate related party information ensures that communication, account management, and administrative actions are linked to the correct people. By using this screen, you can easily search for existing related parties, add new relationships, review important demographic details, and update links as needed. The layout and available tools help streamline data management, improve accuracy, and maintain clear records for every Debtor profile.
Web App:
Roadmap 1: NW > MOD Diary - S Diary > Desired Patient Booking > SB Diary > B Debtor Edit - S Debtor Details > B Related Party List - S Related Parties
Roadmap 2: NW > MOD Debtors - S Debtor > Desired Debtor > SB Debtor > B Debtor Edit - S Debtor Details > B Related Party List - S Related Parties