Diary Administration to Communication (Web App)

Why Use This Function:

The Add/Edit 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.

• This user manual will start on the Add/Edit Related Party screen.

• For more information on how to navigate to the Add/Edit Related Party screen, please refer to the user manual: Debtor Edit - Add Related Party Screen: Navigation and Use.

• An explanation will be given for the options available:

• Click on the Relationship drop-down menu and Select the desired option.

• Related Person: Displays the identifier or reference number of the related person linked to the Patient.

• Click on the desired field to Edit the relevant information.

• Name: First name of the related person.
• Surname: Surname of the related person.
• Initials: Initials of the related person.
• ID No: Identification number of the related person.

• Click on the Gender drop-down menu and Select the desired option.

• Click on the Start or End Date fields to open the Date Picker.
  

• From here, you can Select the date from which this Relationship will be active, or no longer active, for use within the system.

• Click on the Note field to enter any additional information relevant to this relationship.

• Click on the Open Address List button. 

• The Add/Edit Address screen will open. 

• For more information regarding the Add/Edit Address screen, please refer to the user manual: Add/Edit Address Screen.

• Click on the Open Contact Point List button.
  

• The Add/Edit Contact Point screen will open.

• For more information regarding the Add/Edit Contact Point screen, please refer to the user manual: Add/Edit Contact Point.

• Click on the Save button to finalise any changes made.