Debtor Search on New Booking
The Debtor Search helps you find the correct debtor when creating a new booking. This helps you locate an existing debtor using information already stored in GoodX, so you can link the booking to the correct account.
Using the Debtor Search saves time by making existing debtor information readily available during the booking process. It also helps keep bookings, patient information, and account details correctly connected, supporting accurate record-keeping and smoother administration.
Web App:
Roadmap: NW > MOD Diary - S Diary >> Booking Time Slot - S Add/Edit Booking > F Search Debtor by *File no., +MA Scheme, #MA no., Account, Name, Surname, ID, Mobile Fixedline, or Email
User Manual Link: How to Search for a Debtor When Making a New Booking