Diary Admin to Clinical Information (Desktop App)

The Notebook is used internally to keep track of Accounts. Payment Requests, Notes, SMS's and Emails sent to debtors can also be logged in the Notebook. 

How to access the Notebook:

• Navigate to the MedDebs screen >> Click on the Admittance button

• With the relevant debtor selected, click on the Options buttons at the bottom of the screen. 

• In the Options menu, click on the Notebook option.

• The Notebook screen will display. 
• When you have entered your note (where it is marked 'Enter new message here'), click on Exit and Save at the bottom of the screen to save the New Note.
• When sending an Email, SMS or Payment Request it will also be logged in the Notebook for future reference. See screenshot below. 

• Correspondence History: You can view your E-mail, SMS and Payment Request Correspondence History for the debtor under this option. All previous correspondence will display here. See the examples below.

Example of Email Correspondence history:

Example of SMS Correspondence history:

Example of Payment Requests Correspondence history: