Linked Invoices Sidebar

Why Use This Function:

The Linked Invoices sidebar provides a central place where staff can quickly action communication, account management and workflow updates for a selected Linked Invoice. The functionality helps staff streamline patient and Debtor engagement by placing essential communication tools like SMS, Email, Call, WhatsApp, Notes, Payment Requests and CCA Status in one accessible panel. 

The purpose of the Linked Invoices sidebar is to ensure that all follow-up actions relating to an outstanding or linked account item can be completed without navigating away from the Add/Edit Payment Plan Screen. Staff can immediately review Patient demographics, contact details, Medical Aid information, and outstanding balances, and then act using the most suitable method. 

💡Please Note: This feature is not available to all users and must be requested to set up for your Practice.


The Contents of This User Manual:

  • Patient Details


  • This user manual will start on the Add/Edit Payment Plan screen.



  • The Linked Invoices screen will open.


  • Click on the desired Linked Invoice for the options in the sidebar to become available.


  • The Linked Invoices sidebar will open on the right.


💡Please Note: The sidebar options will not be available until a Linked Invoice is selected.

  • Click on the SMS button.

    • For more information regarding the SMS screen, please refer to the user manual: Send an SMS.

  • Click on the Email button.

    • For more information on how to send an Email, please refer to the user manual: Send an Email.

  • Click on the Dial button.

  • Click on the WhatsApp button.

    • For more information regarding the WhatsApp - Add/Edit Workflow Event, please refer to the user manual: How to Send A WhatsApp.
  • Click on the Notes on Debtors button.

  • Click on the Payment Link button to send the Debtor a Payment request link.


  • An Attention pop-up will appear to confirm if you would like to send the Payment request link to the Debtor.


    • Click on the Ok button to proceed.


  • Click on the CCA Status button. 


Patient Details
The Patient's demographic and Medical Aid information that was added to their file when first arriving at the Practice will be displayed at the top of the sidebar. Additionally, the standing of their account will also be shown, displaying both Patient and Medical Aid outstanding amounts. 


  • Patient's Details: The Patient's Title, Name and Surname.
  • Gender, Date of Birth, Age: Patient's Gender, Date of birth and their Age.
  • Account Number and Patient's File Number: The Main Debtor's Account Number and the Patient's individual File Number.
  • Debtor Number: A Debtor Number is autogenerated by the system and assigned per Patient. 
  • File Number: The File Number which are created automatically by the system when the system's file is created. 
  • ID Number: ID Number of the Patient.
  • Cellphone Number: Cellphone Number of the Patient. 
  • Email Address: Email Address of the Patient.
  • Medical Aid Provider, Option and Number: The Name of the Patient's Medical Aid, Plan and Plan Number.

  • Click on the Debtor Edit button to change the Debtor and/or Patient Demographic information.



Last modified: Wednesday, 19 November 2025, 9:08 AM