Why Use This Function:

Debtor Edit Screen serves as a comprehensive digital file for capturing and organising the core details of your account holders and their associated family members. Keeping these records updated allows you to maintain a clear overview of the relationships between the Debtor, Patient, and Dependant for administrative accuracy. Having a complete and current profile for everyone linked to the account ensures that the Practice has immediate access to essential contact and identification information whenever it is needed. If you have the necessary access, the system makes it easy for you to update and maintain these files to ensure that clinical or medical details remain current as changes occur.

?Please Note: You can navigate to the Debtor and Patient Details screen from various places within the system using the Debtor Edit button. 

The Contents of This User Manual:

• Debtor Details
• Patient Details

• Click on the Debtor Edit button once you have selected the desired Debtor.

• For more information on how to navigate to a Debtor Edit button, please refer to the user manual: Debtor Screen Sidebar: Navigation and Use.

• The Debtor and Patient Details screen will open.

Debtor Details

All the personal demographic details of the person who is responsible for the account.

• For more information regarding the Debtor Details screen, please refer to the user manual: Web 1.19 - Debtor Details.

Patient Details

Information regarding the personal details of the Patient.

• For more information on the Patient Details screen, please refer to the user manual: Web 1.19 - Patient Details.